Insights

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25%

Lower employee turnover, boosting continuity and engagement

8% to 12%

More productive than comparable non-employee-owned firms

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Rolls and Responsibilities of Trustees
Trustees play a vital role in an Employee Ownership Trust by acting in the best interests of the employees who collectively own the business. They ensure the trust operates fairly, protect employee benefits, and hold the board accountable while leaving day-to-day management to the leadership team
A seller control and gentle transaction
An EOT gives owners full control over the timing and structure of the sale, with no pressure from third-party buyers. This gentle process allows business owners to plan carefully, protect their people, and pass on their company in a way that feels right.
An EOT Fact Sheet
A quick, practical guide covering the key points of Employee Ownership Trusts — what they are, how they work, and why more business owners are choosing this route to protect their legacy and empower their people.
The RTJ approach to valuation
Our approach to valuation is grounded in experience and fairness, ensuring owners receive a realistic and sustainable value for their business. We balance market evidence, company performance, and practical funding structures to support a successful transition for everyone involved.
MBO v EOT
Thinking about succession? Discover five practical advantages of selling your business to an Employee Ownership Trust.
Inheritance tax risk
Explore how transferring ownership to your employees can safeguard your business’s values, protect jobs, and ensure your legacy continues long after you step back.
Selling 100% v major share
This guide explains who can benefit most from an Employee Ownership Trust, what’s involved, and how to decide if it suits your company’s goals.
The advantages of the EOT hybrid model
The EOT hybrid model combines the best of employee ownership with flexible funding and retained leadership, giving owners the chance to secure fair value while keeping key people invested in the company’s future success.

Frequently Asked Questions

Discover practical steps and real-world advice in our webinar, Practical Tips to a Successful EOT. Learn how to navigate the EOT process confidently and set your business up for long-term success.
What is an Employee Ownership Trust (EOT)?

An Employee Ownership Trust is a structure that allows a company to be sold to its employees via a trust. It was introduced by the UK government in 2014 to encourage employee ownership, offering significant tax benefits and helping preserve a company’s legacy while rewarding staff.

Selling shareholders can benefit from 100% Capital Gains Tax relief when they sell a controlling stake (more than 50%) of the business to an EOT. Additionally, employees of EOT-owned companies can receive annual bonuses of up to £3,600 tax-free, making it an attractive structure for both sellers and staff.

Many owners prefer an EOT because it helps protect the company’s culture and independence. Instead of selling to an external buyer, the business remains in the hands of employees, ensuring continuity, stability, and long-term growth while rewarding the people who contributed to its success.

EOT Impact

Source: EO Knowledge Programme Report 2023

57%

of EOBs reported profit increases since adopting EO

over 25%

more likely to have seen profit growth in the last five years

30%

The sector is growing annually

Ready to explore if an EOT is right for your business?