Basics

What an EOT is and why owners choose one

All Basics Comparison Employees Financing Process Tax

Employee ownership is a succession planning strategy that gives employees a meaningful stake in the business — not just financially, but also in its culture and long-term success.
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An Employee Ownership Trust is a purpose trust that holds some or all of a company’s shares for the benefit of its employees.
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Employee ownership generally involves transferring ownership internally rather than selling to an outside buyer, often financed with seller financing or loans repaid from company earnings.
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A Perpetual Purpose Trust is a legal structure. An Employee Ownership Trust is a specific type of purpose trust designed to incorporate employee ownership.
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An EOT can be a values-aligned exit that preserves independence, protects culture, and rewards the people who helped build the company.
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Globally, no. In the UK, Employee Ownership Trusts have been the leading employee ownership model for decades. In the U.S., the number of EOT-owned companies is accelerating.
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EOT stands for Employee Ownership Trust — a purpose trust that holds company shares for the benefit of employees.
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