There are many specific and highly complex rules which govern EOTs. A robust and well-run process will ensure that you can benefit from the multitude of advantages these transactions bring.
Our expert Corporate Finance and Tax Advisory teams will guide you and your business through each step of an EOT transaction, ensuring at all times that your process will be compliant. We pride ourselves on our practical and hands on approach; we roll our sleeves up and work hard for you to make even the most challenging of transactions happen.
Quantuma’s EOT transaction process is carefully designed to ensure that you meet all the requirements as set down for a successful EOT. We will help you with each stage of your transaction, including determining your independent valuation, structuring the deal and help with the composition of the Trust.
Our dedicated tax experts will ensure at each stage that your transaction remains compliant with EOT rules and will obtain advance clearance from HMRC – giving you the confidence you need to proceed.
We have extensive contacts with funders and so if third-party debt is the right path for you, we will secure you the best package available.
We will manage and oversee the entire process, ensuring that all parties deliver what they need to, when they need to, thereby creating for you the smoothest transaction process possible.
When considering a sale, business owners should consider whether an EOT is appropriate or beneficial to them and seek professional advice to help assess the various options available in order to choose a pathway which is best suited to their circumstances.
