Employee Ownership Trust Consultancy
Independent, expert guidance for business owners considering an EOT — the tax-efficient route to a rewarding exit that protects your legacy, your people, and your purpose.
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Employee Ownership Trust Consultancy
Independent, expert guidance for business owners considering an EOT — the tax-efficient route to a rewarding exit that protects your legacy, your people, and your purpose.
What We Do
We provide independent, end-to-end guidance on Employee Ownership Trust transitions — free from the conflicts that can arise when advice comes from parties with a financial stake in the outcome.
Feasibility & Suitability
Honest, impartial assessment of whether an EOT is the right fit for your business — covering tax benefits, eligibility, business readiness, and alignment with your long-term goals.
Transaction Structuring
Full transaction management — from initial valuation and financing structure through to legal coordination — designed to protect your interests and maximise the CGT-free benefit.
Trustee Establishment
Getting the trust structure right from day one — trustee composition, governance frameworks, trust deed guidance, and ensuring the EOT meets all HMRC qualifying conditions.
Valuation Guidance
Independent guidance on business valuation — ensuring you receive fair value and that the price paid by the EOT is supportable and can withstand HMRC scrutiny.
Employee Engagement
Communication strategy and employee engagement programmes to help your team understand and embrace their new ownership stake — building the buy-in that makes EOTs succeed.
Post-Completion Advisory
Ongoing trustee support, EOT bonus scheme design, annual compliance guidance, and long-term strategic advisory to help your employee-owned business thrive and grow.
Why Choose EOT HQ
Most EOT advice comes from law firms or accountants who benefit from complexity. We're different — our only interest is the right outcome for you.
Genuinely Independent
No referral fees, no tied products, no conflicting mandates. Our advice is shaped entirely by what is right for your business and your employees.
EOT Specialists Only
We focus exclusively on employee ownership transitions. This isn't a side service — it is everything we do.
Plain-English Guidance
We translate complex legislation, HMRC rules, and trust law into clear, actionable guidance — so you can make informed decisions with confidence.
Director-Led Throughout
Every engagement is led by our principal. No handoffs to junior staff. You deal directly with the person who owns your outcome.
Est. 2023
Company No.
15267024
About Us
EOT HQ Limited was founded with a single conviction: that business owners deserve access to truly independent advice when considering one of the most significant decisions of their professional lives.
An Employee Ownership Trust conversion is more than a tax planning exercise. It is a legacy decision — one that shapes the future of a business, its employees, and the communities it operates within. Getting it right requires expertise that is free from the pressures and incentives that can distort advice from larger advisory practices.
We work with owner-managed businesses of all sizes across the UK, providing the clarity, rigour, and personal service that complex transactions demand. Our work begins with understanding your business and ends only when the transition is complete and the new ownership model is firmly established.
If you are exploring an EOT, we would be delighted to have an initial conversation — with no obligation and no sales pitch.
Principal Advisor
R W Medley
Director of EOT HQ Limited. Independent EOT consultant working with business owners across the UK to navigate Employee Ownership Trust transitions with confidence.
How It Works
Initial Conversation
A no-obligation call to understand your business, your goals, and whether an EOT might be the right route. We ask the right questions — and give you straight answers.
Feasibility Assessment
A detailed review of your business against the HMRC qualifying criteria, valuation benchmarks, financing options, and employee landscape. You receive a clear written assessment.
Transaction Management
We coordinate the full transaction — working alongside your lawyers, accountants, and lenders to structure the deal, manage the process, and protect your interests at every stage.
Post-Completion Support
The work doesn't end at completion. We provide ongoing trustee support, bonus scheme design, governance guidance, and strategic advisory as your employee-owned business evolves.
Get in Touch
Whether you're exploring an EOT for the first time or ready to move forward, we'd love to hear from you. No obligation, no sales pressure.
Website
eothq.com
Registered Office
20 Wenlock Road, London, WC1R 5EP
Company
EOT HQ Limited · No. 15267024