Employee-Owned Firm Advisory

Leaders of UK companies that are already employee-owned (often via an EOT) and want help to:

There are close to 3,000 employee-owned businesses in the UK now, up from a handful in 2014 — and most of them are working it out as they go. We’ve advised on 87+.

• Embed governance and decision rights so things move quickly and fairly
• Align profit-share and incentives with sustainable performance
• Keep culture and communications strong as the company grows or changes
• Navigate refinancing, vendor loan repayments and board effectiveness

An EOT acquires a controlling stake (typically ≥51%) in your company for the long-term benefit of employees. Founders receive consideration over time via an agreed funding structure. The business continues under its existing brand and leadership with enhanced employee engagement and profit-share mechanics.

Benefits commonly sought

• Clarity on fit: EOT vs MBO aligned to your goals (price, timing, legacy, risk)
• Valuation & funding: independent valuation approach; sustainable structure with coverage and headroom
• Tax-aware deal design: coordinated with your accountants and legal advisers
• Governance: trustee model (for EOT) or post-MBO leadership plan with clear decision rights
• Exit roadmap: 90-day priorities and a 12–36 month plan with milestones
• Materials: data room checklist, board papers, comms pack for employees and stakeholders

• Employees know how ownership works and see the link between effort and reward
• Trustee is independent and confident, with a clear view of success and risk
• Meetings are short, prepared and decisive; actions are tracked to done
• Profit-share is predictable and fair, anchored to sustainable performance
• Dashboards are clear and reviewed monthly; surprises are rare
• Culture feels open, purposeful and steady—even during growth or change