Transition to employee ownership

Updated: Feb 9

Managing transition to employee ownership


Following a positive financial review we project manage all the moving parts of your transition to employee ownership.



Our legal partners will conduct a legal review to identify any potential impediments or structural issues which may delay a transaction.


We help you refine your valuation, selecting a funding and repayment model that best suits the vendors and business moving forward. If funding is required, we can introduce the opportunity to a range of specialist lenders investing in EO businesses.


We identify and execute the changes needed to allow the business to be successful once you step away. We help you examine the readiness of your current leadership structure and to implement necessary changes before transition to employee ownership.


As a team of specialist advisors, we work with you to establish new legal and governance structures. The Employee Ownership Trust needs to be defined, established and appointed.


The tone, professionalism and sequencing of communications are critical to securing buy-in when you reveal your plans to staff. We help you develop a change management strategy planning the sequence of communications, draft announcements and supporting material for the announcement.


Tax planning for shareholders ensures that the business structure and transaction is tax compliant qualifying for full Capital Gains relief and is pre-approved with HMRC. For employees, this could involve placing shares within employee share schemes and minimising income tax liability.


Transitioning your workforce to a more engaged and innovative ownership culture is a long-term process requiring regular and effective communication. The tone, professionalism and sequencing of communications are critical for attaining buy-in when you reveal your plans to staff. We help you establish an internal communication strategy that aligns with your existing company culture and circumstances.


We facilitate agreement of the SPA and effective completion with all parties concerned.


Call us on 01384 274 778 / 075 888 925 88 to discuss or go ahead and book a free consultation to explore your options.







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