EOT Advisory

Valuation
EOT Advisors provides appraisals of business value for the purpose of selling to an EOT. Business valuations are an important part of the process of transferring a business to employee ownership. We tailor the scope of our EOT business valuations to our client’s specific needs and the purpose of the engagement.

Structuring
EOT Advisors structures transactions for tax efficiency and simplicity, while always bearing in mind our clients’ goals, which may include maximizing the financial benefits available to them and their family. We assist clients with selection of an appropriate tax status with the IRS. And, if necessary, we will prepare the appropriate forms and applications, along with communicating with the IRS on a client's behalf in connection with obtaining approval of a client's new tax status.

Design
EOT Advisors works with sellers to design Employee Ownership Trusts that accomplish their vision for employee ownership of their firm, including custom-tailored profit sharing formulas, while complying with all applicable IRS rules.

Documentation
EOT Advisors provides all plan documents and forms required to implement an EOT. As needed, we will collaborate with the seller’s attorney, CPA, and other financial advisors.

Communications
EOT Advisors counsels clients on the timing of announcing an EOT sale to your employees, expectation setting, and integrating employee ownership into your existing corporate culture.