If you sell your company to an Employee Ownership Trust (EOT), you must give up control to qualify for tax reliefs. But that doesn’t mean stepping away entirely. This blog explains what’s legally allowed, how you can stay involved after the sale, and the practical ways founders often retain influence while protecting their interests.
24/07/2025
In this interview, Robert Postlethwaite introduces the second edition of The Employee Ownership Manual, highlighting key updates and discusses why employee ownership is growing in popularity, the critical role of culture, and how the book supports both business owners and advisers. A practical, up-to-date guide for anyone involved in the employee ownership journey….
12/06/2025
An Employee Ownership Trust (EOT) is designed for long-term employee ownership, but what happens when it reaches the end of its life? This blog explores why an EOT might unravel, key decisions trustees must make, and the options available—including company sales, asset disposals, and legal considerations. Learn how to navigate the process while protecting employee interests.
03/04/2025
We were delighted to host the third annual Employee-Owned Law Firm Conference at Armourers’ Hall, bringing together EO law firms and those exploring the model. The day featured insightful discussions on succession planning, employee engagement, leadership, and branding, plus an inspiring workshop on purpose-driven leadership. The evening concluded with a brilliant after-dinner talk by Graeme Nuttall OBE….
Practice Manager and Employee Trustee, Lorna Martin reflects on her experience at the eoa’s annual conference. From thought-provoking sessions on culture, AI, and succession planning to powerful success stories and engaging networking events, the conference provided valuable insights into the growing impact of employee ownership….
Is Employee Ownership a growing trend in Law firms? We certainly think it is. In this article, written for the Solicitors Journal publication, Robert Postlethwaite presents the benefits for firms and shares his experience of his journey to employee ownership….
08/10/2024
If you’re thinking of becoming employee owned through an EOT, you may want to complete the sale before 30 October to be sure of the current 0% CGT exemption.
With 30 October now the confirmed date for the new Chancellor, Rachel Reeves’ first budget, could there be tax changes that might impact employee ownership trusts (EOTs) and tax-advantaged personal share schemes? Founder and Manging Director, Robert Postlethwaite discusses the various possible scenarios and the implications for employee ownership.
05/08/2024
Join us, along with our client Symmetrys Structural and Civil Engineering and the EOA for this webinar where you’ll learn the practical steps to the process of becoming employee owned and all the things you should think about…
A fair valuation is the cornerstone of a successful Employee Ownership Trust transaction. It ensures that the business owner receives fair compensation for their shares, while also safeguarding the interests of the employees who will receive value in the future. Read this guest blog from trusted partner Simmons Gainsford Accountants….
24/01/2024
Robert Postlethwaite, shares his views on employee ownership with Rob Boll, founder and CEO of Evoke Management, in Rob’s latest ‘Move your business forward’ podcast.
14/12/2023
