Services
Three ways we help
Everything we do falls into three areas: helping owners move to employee ownership, advising businesses that already are, and serving as independent trustees. All of it is employee ownership. None of it is anything else.
Services
Everything we do falls into three areas: helping owners move to employee ownership, advising businesses that already are, and serving as independent trustees. All of it is employee ownership. None of it is anything else.
Service — 01
For business owners thinking about succession. We help you evaluate whether employee ownership — usually through an Employee Ownership Trust — is right for your business, and if it is, we structure and project-manage the whole transaction: valuation, funding, tax, governance, documentation and the conversation with your employees.
About this serviceService — 02
Employee ownership does not stop raising questions after completion. We advise employee-owned businesses on governance, trust deeds, Articles, HMRC matters, trustee issues, constitutional change, tax, funding and future succession — very often where another adviser handled the original transaction.
About this serviceService — 03
An experienced, independent presence on your trustee board. Commercial judgement, constructive challenge and long-term stewardship — protecting the interests of employee owners and helping trustee boards work well with company boards. Closer to appointing a seasoned non-executive than hiring a consultant.
About this serviceWorking with your advisers
Most of our work arrives through accountants, lawyers and corporate finance advisers. We are used to working alongside them — not around them. Your existing advisers keep the relationship and the work they are best placed to do; we bring the employee ownership depth.
Where reserved legal activities are required, we work alongside regulated law firms, including Spencer West LLP, so every part of the transaction is handled by the right specialist.
Tell us where you are — thinking about succession, mid-transition, or years into employee ownership — and we will point you in the right direction, even if that direction is not us.