Employee Ownership Trusts

A structured, tax efficient succession route that protects your legacy and empowers your people

Employee Ownership Trusts (EOT) offer a powerful way for business owners to transition ownership while safeguarding culture, rewarding employees and ensuring long term stability.
When structured correctly, an EOT provides a smooth, tax efficient exit that keeps the business in trusted hands.

At Hills FD Services, I guide you through the entire process, from feasibility to financial modelling to ongoing oversight, ensuring your transition is clear, compliant and strategically sound.

A calm, orange coloured sunset over a beach.
What this service includes
  • Understand whether an Employee Ownership Trust is the right route for your business.
  • Clear, commercially grounded valuations to support the transaction.
  • Detailed projections showing affordability, repayment structure and long term impact.
  • A structured plan covering timelines, funding, governance and compliance.
  • Guidance for new governance structures and ongoing reporting requirements.
  • Continued financial direction to ensure the EOT remains stable and effective.
Why Employee Ownership Trusts matter

EOTs offer a unique blend of commercial and cultural benefits:

  • A tax efficient exit route for owners
  • Long term stability for the business
  • Stronger employee engagement and retention
  • Protection of company values and culture
  • A clear succession plan without external buyers
  • A structure that supports sustainable growth

It’s a transition that rewards your people while securing your legacy.

How I work with you
  • I start by understanding your goals, timelines and succession priorities
  • I assess whether an EOT is the right strategic fit
  • I build clear financial models to support decision‑making
  • I work alongside your legal and tax advisers to structure the transaction
  • I support trustees and leadership teams post‑transition
  • I ensure reporting, governance and financial oversight remain strong

You get clarity, structure and confidence at every stage of the journey.

Who this service is for

This service is ideal for businesses that want:

  • A fair, values driven succession route
  • A tax efficient exit for founders
  • Long term stability and cultural continuity
  • A motivated, engaged workforce
  • A structured transition without external buyers

If you’re planning your next chapter, an EOT can be a powerful solution.

Ready to explore an Employee Ownership Trust?

If you want a structured, strategic and supportive approach to transitioning your business, let’s talk.

Get in touch