Resources
Learn before you decide
Everything here exists to educate, not to market. Read as much as you like; none of it asks for your email address.
Resources
Everything here exists to educate, not to market. Read as much as you like; none of it asks for your email address.
Guides
Written the way we advise: plainly, and with the caveats left in.
Guide
What an EOT is, how the purchase works, the tax position, and life on the other side. Start here.
Read the guideGuide
When it works well, when it doesn't, and the questions to answer before spending money on advice.
Read the guideGuide
Trade sale, management buyout, family succession and employee ownership — compared honestly, side by side.
Read the guideChecklist
Twenty questions to answer before you start. If most of them have answers, you are further along than you think.
Read the checklistGuide
Where the money actually comes from: company cash, deferred consideration, and external debt — and what each costs.
Read the guideGuide
From first conversation to completion and beyond — what happens when, and what tends to cause delay.
Read the guideGuide
The transaction succeeded. Now make the ownership real: communication, governance and early habits.
Read the guideGuide
What an EOT trustee board is for, what it should do between meetings, and how it should work with the company board.
Read the guideChecklist
A once-a-year review for trustee boards: the questions to ask and the paperwork to keep straight.
Read the checklistGuide
Why market value is not negotiated value, how businesses are actually valued, and why value and affordability are different questions.
Read the guideGuide
When additional incentives for the leadership team make sense, and how to design them without undermining the ownership culture.
Read the guideGuide
EMIs, SIPs and CSOPs explained plainly — what each is for, and why the commercial objective should come before the tax relief.
Read the guideAlso in the library
Case studies
Anonymised accounts of real work: the background, the options considered, the advice given and the outcome.
Read the case studiesGlossary
EOT, EBT, deferred consideration, disqualifying event — every term you will meet, defined in a sentence or two.
Open the glossaryInsights
Short pieces on what we are seeing in practice — written when we have something worth saying, not to a schedule.
Read insightsReading is useful; a conversation is faster. Tell us where you are and we will point you to what matters for your situation.