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Corporate and M&A

Employee Ownership Trusts

 

The Employee Ownership Trust (EOT) is a special form of employee benefit trust introduced in September 2014 as an alternative method to sell a business. It is an indirect form of employee ownership in which a trust holds a controlling stake in a company on behalf of all its employees and provides an incentive for owners to sell a controlling stake in their business.  

As well as MBO’s, our corporate lawyers are experienced in leading people through the sale process to employees through Employee Ownership Trusts.  We are experienced in setting up the trust, establishing the trust company, share purchase agreement, including structuring the deferred consideration documentation.

Clarkslegal is a proud member of the Employee Ownership Association.

 

“Very professional, knowledgeable and accessible lawyers.” 

Chambers and Partners

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Read, listen and watch our latest insights

Pub
  • 28 April 2023
  • Employee Ownership Trust

Employee Ownership Trusts – Thames Valley Roadshow Prelude

This podcast is a prelude to the Employee Ownership Trusts (EOTs) Roadshow, which Clarkslegal is hosting at Thames Tower in Reading on 17 May in collaboration with K3 Tax Advisory, Quantuma, Shawbrook Bank and J Gadd Associates. 

Pub
  • 01 January 2023
  • Corporate and M&A

Reading Coffee Morning for Business Owners – Exiting Your Business

Join Clarkslegal for a coffee and a chat at our Reading office, to discuss exiting your business whether it’s a sale of your business, management buy-out or through the increasingly popular route of Employee Ownership. 

Pub
  • 07 November 2022
  • Employee Ownership Trust

Planning for Employee Ownership Trusts 5 Top Tips

An Employee Ownership Trust (“EOT”) is a legal arrangement through which a trustee holds a controlling stake in a company for and on behalf of the employees of a company.

art
  • 01 November 2022
  • Corporate and M&A

Clarkslegal is proud to be a member of the Employee Ownership Association

Clarkslegal is pleased to announce that we are now a proud member of the Employee Ownership Association (EOA).

Pub
  • 04 October 2022
  • Corporate and M&A

London Coffee Morning for Business Owners – Exiting Your Business

Join Clarkslegal for a coffee and a chat at our London office, to discuss exiting your business whether it’s a sale of your business, management buy-out or through the increasingly popular route of Employee Ownership

Pub
  • 03 October 2022
  • Corporate and M&A

Reading Coffee Morning for Business Owners – Exiting Your Business

Join Clarkslegal for a coffee and a chat at our Reading office, to discuss exiting your business whether it’s a sale of your business, management buy-out or through the increasingly popular route of Employee Ownership. 

“We are very pleased with the support and advice received from on the recent acquisition by BMW Group UK.  With clear, concise and timely advice and management, Ashan and his team helped us navigate through some complex arrangements and seamlessly bridged the gap between the legal and commercial issues”

Amit Kotecha, Senior Legal Counsel – BMW Legal Affairs UK & Ireland 

“I was impressed with the speed, turnaround and frequency of communication in my dealings with Clarkslegal’s corporate team led by Stuart Mullins, in concluding my share purchase.” 

Nigel Keene, Managing Director – Whiteknights Estate Agents

Ashan Arif is central to our working relationship – we have a high degree of trust and confidence in his work. He was interested in our business from the outset, clear about the firm’s capability and focus, and has provided high-value and cost-effective support.

Legal 500