SERVICES
Employee Ownership Trust
Exit with Impact: Sell Your Business to an Employee Ownership Trust
Securing your team's future.
For business owners considering succession, selling to an Employee Ownership Trust (EOT) offers a unique opportunity: extract full value from your business while preserving its culture, securing your team’s future, and leaving a legacy that lasts.
At Symmetry Corporate Finance, we help owners utilise this as an alternative to traditional trade sales or private equity, supporting you through every stage of establishing and selling to an EOT, from feasibility to completion.
Why choose an EOT Sale?
Selling to an Employee Ownership Trust can deliver outstanding outcomes for founders, employees, and the business itself. Here's why:
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Tax Free Sale
Qualifying sales to an EOT are 100% Capital Gains Tax exempt—a compelling financial incentive that can maximise your post-sale return.
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Legacy Preservation
Your business continues to operate independently, in the hands of the people who helped build it. Culture, values, and long-term vision remain intact.
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Employee Engagement
Ownership motivates. EOTs unlock stronger employee retention, productivity, and morale by giving staff a real stake in the company’s success.
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Flexible Exit Timeline
You can phase your departure, remaining involved to suit your goals—whether that's ongoing leadership or a clean break over time.
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No Third Party Negotiations
Avoid the uncertainty, disruption, and pressure of a trade sale. With an EOT, you're dealing with a trust formed specifically for your business.
Is an EOT Sale right for you?
Your Trusted EOT Advisory Partner
Symmetry Corporate Finance delivers end-to-end, tailored support for business owners considering an Employee Ownership Trust. Our team brings financial rigour, legal insight, and sector experience to ensure your transition is smooth, fair, and future-proof.
We will initially work with you to assess your suitability and company valuation. Following this we will propose a deal that meets the criteria, is tax efficient and maximises the value of your business.
Throughout the process, we work with you and your stakeholders to communicate the change with staff, legal and accounting advisors and ensure everyone is informed about the deal and its benefits.
From the very beginning until the transaction is closed, we work very closely with you to manage every stage discretely and diligently.
Our fees are results-based. Contact us for a free, no-obligation consultation on valuation and timelines tailored to your business.
"It was great to work with Jonathan and the Symmetry team through this process. Their expertise & experience proved invaluable from conception to completion.
The Employee Owned Trust (EOT) model flipped everything on its head. Instead of maximising short-term financial gain for founders, we’re investing in the long-term success of our team and clients."
Simon Drury & Joel Dalton, founders of Clone Media Technology