FAQs

Financing

Valuation and where the money comes from

• How are Employee Ownership Trusts financed and valued?

  EOT valuations follow a traditional fair-market process. Sales are usually financed with a mix of external capital, seller financing, and company cash flow — not employee checks.

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• Where does the money come from in an EOT?

  Companies often fund an EOT with a mix of internal and external sources — bank loans, mezzanine debt, seller notes, and company cash — depending on size, profitability, and goals.

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