One question that comes up fairly often when speaking with clients regarding succession planning is whether an Employee Benefit Trust (EBT) or Employee Ownership Trust (EOT) is the better option if shareholders want to incorporate employee ownership in their succession planning process. The answer...
Once a shareholder has decided to sell to an Employee Ownership Trust (EOT), how to finance the transaction is the next important question: In this discussion, we will assume a business is being sold for 5.0x EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortisation, or operating...
This blog is the next instalment in our Corporate Finance series; regarding the use of an Employee Ownership Trust (EOT) in change-of-control transactions. As we mentioned in our previous entry, the sale of a business to an EOT is a viable alternative to a third-party...
For many modern UK employers considering how to attract and retain talent in competitive marketplaces and how to secure the best performance, the option of Employee Ownership is a definite consideration. Research consistently shows that Employee Ownership (EO) is an excellent way to increase engagement,...
