We assist business owners with the sale of their company to an Employee Ownership Trust.
EOT Advisors is the first company in the United States to specialize in assisting business owners with a sale of their company to an Employee Ownership Trust (EOT). We provide comprehensive EOT advisory services that include transaction 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
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 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 Perpetual Purpose Trust, a Family Trust, or a Hybrid Trust? We can craft an alternative exit strategy that is right for you.
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SCHEDULE A FREE EOT CONSULTATION
We can readily determine if an Employee Ownership Trust (or EOT alternative) is appropriate by discussing a seller’s goals and objectives over the telephone or by Zoom. All conversations are confidential.
Please click on the button to schedule a free EOT consultation: