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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.

 

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Key contacts
Ashan Arif

Partner

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+44 118 960 4651
Stuart Mullins

Partner

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+44 118 960 4672

Read, listen and watch our latest insights

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. 
Pub
  • 20 September 2022
  • Employee Ownership Trust

Employee Ownership Trusts – A Tax Free Exit?

Watch Stuart Mullins and Nicky Larkin as they discuss Employee Ownership Trusts (EOTs).
Pub
  • 14 June 2022
  • Corporate and M&A

London Seminar – Employee Ownership Trusts: An attractive route to exit

Join Clarkslegal and Quantuma, to hear how Employee Ownership Trust’s (EOT’s) are structured from an advisers’ perspective, including practical tips on how to prepare in advance and to explore key considerations when planning an exit through employee ownership trusts, both with and without third party funding.
Pub
  • 14 June 2022
  • Corporate and M&A

Reading Seminar – Employee Ownership Trusts: An attractive route to exit

Join Clarkslegal and Quantuma, to hear how Employee Ownership Trust’s (EOT’s) are structured from an advisers’ perspective, including practical tips on how to prepare in advance and to explore key considerations when planning an exit through employee ownership trusts, both with and without third party funding.
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“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 

“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

“I had an excellent experience working with Stuart Mullins. He was thoughtful, pragmatic, and extremely efficient. Thank you very much for all your hard work to get the deal across the line.”

Jerry Izard, Director, Independent Optics Ltd

“Stuart and the rest of the team provided expert support during a recent corporate restructuring. We were calmly guided through the complex legal process, and realised significant additional benefits directly related to the advice provided.”

Stefan Zabel, Director, Wood Designer Ltd

“Stuart Mullins was great at understanding what my needs were and responded in a timely manner every time. It was great to talk to someone who understood our situation and moved my transaction to completion efficiently and diligently. I really appreciated the extent to which Stuart explained everything to me regarding the transaction agreement, which gave me so much confidence when speaking to the purchaser”.

Jan Tupper, Proprietor, Arniss Equestrian Ltd

“I was impressed with the speed, turnaround and frequency of communication in my dealings with Stuart Mullins, in concluding my share purchase.”

Nigel Keene, Managing Director, Whiteknights Estate Agents

Contact Ashan

+44 118 958 5321
Email Ashan