EOT FIT ASSESSMENT

Should My Client Consider An Employee Ownership Trust?

Use our EOT analysis tool to discover if an Employee Ownership Trust (EOT) makes sense for your client's situation.

Start the analysis Takes about 5 minutes. No email required. Sample EOT fit analysis result showing positive signals, complexities, and common client questions

Sample EOT fit analysis result showing positive signals, complexities, and common client questions

“What does the sale actually look like?"

Revenue concentration

“How does an EOT Compare to an ESOP?"

“What’s the tax situation?”

EBITDA

Values alignment

“What are the drawbacks of an EOT?”

“How do you design the trust?”

Team Readiness

EOT Fit Analysis View Inputs

Strong fit for an EOT with a few complexities to work through

10 Positive Signals

7 Complexities

0 Blockers

Strong signals for an EOT. The few areas that need attention are all manageable with the right planning.

Client Profile

Manufacturing, 10-50 Employees, $1M-$5M EBIT...

Whether 10 Employees or 60,000 — Our Clients Prove That EOTs Work

Common Trust is the nation's leader in EOT transactions

$672M+ enterprise value transitioned to employee ownership

61K+ team members brought into employee ownership

93% client satisfaction from owners across industries and sizes

New To Employee Ownership Trusts?

Learn the basics so you can speak confidently to your clients about their options.

Learn About EOTs

“One of the challenges with the other models is that they feel like they are trying to fit us into this box that we might not fit into… having a custom solution built for our particular goals and needs was really valuable.”

Hai Nguyen, Co-Founder Text-Em-All — Common Trust Client Transitioned to EOT October 2023

EOTs Aren't A Trend — They're The Next Standard In Ownership Transitions

Employee ownership trusts are fast becoming the go-to for owners who want out without selling out. The advisors who understand them now are the ones clients will turn to next. Here's why we're betting the next decade on EOTs.

A Message from our CEO, Zoe Schlag

EOT Experts, in your back pocket

As more of your clients ask about Employee Ownership Trusts, you’ll want access to the team who knows what they’re talking about. We’ll help you and your client navigate the nuances so if an EOT is a fit, it’ll get done right.