Employee Ownership Trusts

At Evoke Management we recognise the vital role that employees play in the success and growth of a business. Employee Ownership Trusts (EOTs) provide a unique opportunity for businesses to foster employee engagement, enhance productivity, and secure a sustainable future. With our expertise in providing outsourced Finance Directors, Part-Time CFOs, FDs, and Fractional Finance Directors, we are well-equipped to guide businesses in implementing Employee Ownership Trusts to unlock their full potential.


An Employee Ownership Trust is a legal structure that allows employees to become indirect owners of a company. The trust holds a controlling stake in the business on behalf of the employees, ensuring that they have a voice in decision-making and a share in the company's financial success. EOTs are designed to provide long-term stability, promote employee commitment, and drive business growth.


  1. Enhanced Employee Engagement: When employees have a vested interest in the success of the company, they are more motivated, engaged, and committed. By becoming owners, employees develop a stronger sense of ownership, loyalty, and pride in their work, leading to increased productivity and innovation.
  2. Retention of Key Talent: Employee Ownership Trusts help in attracting and retaining top talent. The opportunity to be part of an employee-owned company is often seen as an attractive benefit, especially for individuals seeking a collaborative and inclusive work environment. This can reduce turnover and ensure continuity of skills and knowledge within the organisation.
  3. Business Succession Planning: EOTs provide a solution for business owners who are considering succession planning. It allows owners to sell their shares to the trust gradually, ensuring a smooth transition of ownership while maintaining the company's values, culture, and vision. This safeguards the interests of employees and secures the company's future beyond the current ownership.
  4. Tax Advantages: EOTs offer tax benefits for both the selling owner and the employees. Under current legislation, capital gains tax (CGT) relief may be available for owners who sell a controlling stake to the trust, potentially reducing their tax liability. Additionally, employees can receive tax-free bonuses up to a certain threshold, further incentivising their participation.


At Evoke Management, we specialise in assisting businesses with the implementation of Employee Ownership Trusts. Our team of experienced consultants can guide you through the process and ensure a successful transition. Here's how we can help:

  • Feasibility Assessment: We conduct a comprehensive analysis of your business to assess its suitability for an Employee Ownership Trust. We evaluate factors such as the ownership structure, financial performance, and employee demographics to determine if an EOT is a viable option for your organisation.
  • Financial Modelling and Valuation: Our Fractional Finance Directors work closely with you to develop financial models and conduct a valuation of your business. This helps determine the appropriate sale price to the trust and ensures a fair and equitable arrangement for all stakeholders.
  • Structuring and Governance: We assist in designing the structure and governance framework of the Employee Ownership Trust. This includes developing trust documentation, establishing employee representation mechanisms, and defining the decision-making processes to align with your business's unique needs.
  • Communication and Change Management: Implementing an Employee Ownership Trust requires effective communication and change management. We support you in developing a communication strategy to engage employees, create awareness about the benefits of the trust, and address any concerns or questions they may have.
  • Ongoing Support: Our consultants provide ongoing support to ensure the smooth operation of the Employee Ownership Trust. We assist in financial management, strategic planning, and performance monitoring to optimise the benefits of employee ownership and drive long-term success.


  1. Expertise and Experience: With years of experience in providing comprehensive business consulting services, including employee ownership transitions, Evoke Management has the expertise to guide you through every step of implementing an Employee Ownership Trust. We stay up-to-date with the latest legislation and best practices, ensuring that our clients receive the most relevant and effective advice.
  2. Tailored Solutions: We understand that every business is unique, and there is no one-size-fits-all approach to implementing an Employee Ownership Trust. Our consultants take a personalized approach, considering your specific business goals, culture, and circumstances to develop a tailored solution that aligns with your vision and maximizes the benefits of employee ownership.
  3. Fractional Finance Directors: As part of our comprehensive service offering, we provide Fractional Finance Directors who possess deep financial expertise. They work closely with your business to analyse financial implications, develop robust financial models, and ensure the financial sustainability of the trust. Our Fractional Finance Directors bring a wealth of experience to navigate complex financial considerations associated with employee ownership.
  4. Collaborative Partnership: At Evoke Management, we believe in building collaborative partnerships with our clients. We work closely with business owners, management teams, and employees to ensure a smooth and successful transition. We actively listen to your needs, concerns, and aspirations, incorporating your input into the process to create a sense of ownership and shared success.


Implementing an Employee Ownership Trust can transform your business, fostering a culture of shared success, enhancing employee engagement, and securing long-term sustainability. At Evoke Management, we are committed to helping businesses like yours unlock the full potential of employee ownership. Unlock the power of employee ownership. Contact Evoke Management now to begin your journey towards implementing an Employee Ownership Trust. Together, let's create a brighter future for your business and your employees.

Book your free 30-minute consultation with our experts to find out how we can help you: https://evokemanagement.co.uk/sign-up-for-a-free-30-minute-consultation