Services
Every EOT is different and the below services can be provided individually or combined to provide a service bespoke to your needs
EOT Readiness Assessment
- EOT Readiness Assessment, identifying opportunities, challenges, and the key steps required for a successful transition.
- Liaison with the Board of Directors, or appointed EOT Engagement Director.
- EOT Transition Planning.
- Working alongside your leadership team, appointed accountants and legal team to design and deliver a robust, tailored personnel transition plan.
- Employee Engagement, Communication and Cultural Shift Strategies.
EOT Cultural Transition
- Practical guidance and tools to foster open dialogue, build trust, and inspire active participation across your workforce.
- Cultural Change coaching plan and subsequent coaching sessions for Trustees, Directors and Employees.
- Equip your leadership and employee representatives with the knowledge and skills needed to champion and govern your EOT effectively.
- Ongoing Support & Best Practice Reviews.
- Benefit from our ongoing advisory services, including regular reviews, workshops, and updates to help you adapt and excel as your EOT matures.
Pre-Completion Independent Trustee Role
- Trustee integrated into your team pre legal completion.
- Help ensure HMRC compliance with regard to fair price and trustee structure.
- Help ensure compliance with Trust Deed.
- Liaison with the Board of Directors, or appointed EOT Engagement Director.
- Attendance at quarterly trustee meetings.
- Chairperson (if required).
Post-Completion Independent Trustee Role
- Liaison with the Board of Directors, or appointed EOT Engagement Director.
- Attendance at quarterly trustee meetings.
- Chairperson (if required).
- Ensuring compliance with Trust Deed.