PLAYBOOK
Your guide to a fair exit — backed by real stories, deal terms, and tools to help you plan with confidence.
Every succession path comes with trade-offs. Some may maximize financial return but risk shifting the company’s mission, jobs, or culture. Others may preserve legacy but limit flexibility.
The Employee Ownership Trust (EOT) offers something different: the ability to transition at fair market value, protect what you’ve built, and share success more broadly with your team.
The 2025 EOT Playbook breaks down how EOTs work — and whether they might be a fit for your business — by bringing together real-world insights from business owners who've made the shift.
Inside, you’ll find:
A simple overview of EOTs (what they are, how they work, and who they're right for).
Success stories of real EOT transitions, and lessons learned along the way.
Field-tested insights on profit-sharing, governance, & more.
A concise FAQ with clear, practical answers.
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Whether you're planning ahead, looking to reward your team, or just exploring options, an EOT could be your path to achieve liquidity, boost employee engagement, and solidify your operating structure.
Book a free advisory call to learn what this could look like for your business. No pressure — just clear answers and practical next steps tailored to you.
