An Employee Ownership Trust feasibility analysis helps business owners assess eligibility, valuation, affordability and succession planning, providing clear, expert insight into whether employee ownership is a viable route.
Before committing to a transaction, you need to know whether an Employee Ownership Trust (EOT) is achievable, affordable and aligned with your personal and commercial objectives.
Our complimentary feasibility analysis gives you that clarity.
We provide an expert-led assessment of your business, helping you understand whether employee ownership is a realistic option and what an EOT transaction could look like in practice.
What you’ll gain
Our feasibility check helps answer the questions that matter most:
- Is my business suitable for an EOT?
- What could the business be worth?
- Can the business support the purchase price?
- How long could repayment take?
- Are there any structural or eligibility issues to address?
- Will employee ownership support my succession plans and long-term goals?
A practical, commercial assessment
We go beyond a simple eligibility review.
Our team takes the time to understand your business, your objectives and your future plans before carrying out a detailed assessment of the key commercial, financial and structural considerations. That means understanding not just the numbers, but also the people who have built the business and those who will help shape its future.
This includes reviewing:
- EOT eligibility requirements
- Business performance and funding capacity
- Indicative valuation considerations
- Transaction affordability
- Management succession and leadership continuity
- Potential risks, opportunities and next steps.
Clear answers. No obligation.
At the end of the process, you’ll receive practical guidance on whether an EOT is likely to be a viable route and the factors that could influence a successful transition.
There is no cost and no obligation to proceed.
Just clear, specialist advice to help you make an informed decision about the future of your business.
Book a free call
Book a free 30 minute call with an EOT adviser to discover more about our feasibility analysis offer.
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Meet Our Specialists
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