Employee Ownership Trusts (EOT)

Castle Corporate Finance - Our window on the world.

Employment Ownership Trusts (“EOTs”) are becoming an increasingly popular option for business owners to realise equity in a philanthropic and tax efficient way.

Having spent the last two years building our knowledge and completing EOTs, we at Castle are well versed in this particular type of transaction, but we are aware that many business owners and advisers are still somewhat in the dark about this form of exit and how a firm like ours can play its part in ensuring it gets planned correctly, effectively project managed, and executed. 

We are – as always – happy to talk this through: for us, all good relationships start with a conversation.

Please take a look at the video below for a brief summary of what EOTs are all about:

Click here to watch our EOT video

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18th November 2020

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