We assist business owners with the sale of their company to an Employee Ownership Trust.
EOT Advisors is a pioneering financial services firm dedicated to assisting business owners with transitioning their company ownership to an Employee Ownership Trust (EOT). We stand as the first firm in the United States to specialize in EOTs, providing comprehensive services that include company structuring, tax planning, valuation, debt financing, capital raising, and fiduciary services. Our expertise not only facilitates the sale of companies to EOTs but also supports their ongoing success and governance.
“The leading expert on Employee Ownership Trusts in the US”
- Corey Rosen, Founder of the National Center for Employee Ownership
EOT Advisory
At no cost to the business owner, we can assist in all steps required to sell a business to an EOT, including valuation, structuring, tax planning, documentation, and communications.
EOT FINANCE
We provide tailored financing solutions at competitive rates to ensure the successful sale of your business to an EOT, ensuring a smooth transaction process.
Eot aLTERNATIVES
Interested in alternatives to an EOT, such as a Purpose Trust, Family Trust, or Hybrid Trust? We can craft an alternative exit strategy that is right for you.
EOT CLIENTS
AS FEATURED IN
EOT VIDEOS
Webinar with EOT Advisors’ Chris Michael discussing EOTs with Maureen Conway of The Aspen Institute, Kristin Toussaint of Fast Company, and our clients Rick Plympton and Leah Hamilton of Optimax Systems and Melinda Paras of Paras and Associates
SCHEDULE A FREE EOT CONSULTATION
We can readily determine if an Employee Ownership Trust (or EOT alternative) is appropriate in a particular situation by discussing a seller’s goals and objectives over the telephone or by Zoom. All conversations will be held in strict confidence.
Please click on the button to schedule a free EOT consultation: