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, at all times ensuring 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.
Our 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 helping with the composition of the Trust.
At each stage, our dedicated tax experts will ensure 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 the smoothest transaction process possible for you.
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 best suited to their circumstances.
