An Alternative Exit Strategy To Meet Your Succession Concerns

We understand how important it is for owner-managers to make sure their employees are well looked after post-sale. An alternative exit strategy which can help owners achieve this is a sale to an Employee Ownership Trust (EOT).

Our experienced team can support you in achieving a sale to an EOT, managing the process whilst working closely with our tax and financial planning specialists to ensure the transaction is structured effectively.

To find out more about the various tax advantages and opportunities a sale to an EOT could bring, please don’t hesitate to get in touch with a member of our team (details below).

Here's What You Can Expect

  • Accurate valuation

    We spend time getting to know and understanding you and your business, agreeing a realistic valuation with you at the start of the assignment which reflects up to date market activity

  • Expert guidance

    Our team will help you find the right funding structure for a deal of this nature, project manage the process through to completion and ensure everything works from a tax and accounting perspective

  • One-to-one deal support

    We will work closely with you throughout the sale process, maintaining regular communication to keep you informed at every stage and providing the hands-on support you deserve

What our clients have to say

I would have no hesitation in recommending PM+M to anyone considering selling their business. The team provided no-nonsense, commercial advice and always had our best interests at heart.
Carol Cockburn, Provider Cash and Carry Limited
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