A new route to support your clients succession planning
As an accountant or wealth manager, your clients rely on your trusted advice – especially when it comes to succession planning, exit strategies and intergenerational wealth.
Employee ownership provides a great alternative for business owners looking to exit on their own terms while safeguarding the legacy, jobs and culture they’ve built.
Clients trust you to guide them through complex transitions. Adding employee ownership as an alternative to your suite of services enhances your value and provides your clients with an alternative to traditional succession routes, with a lower cost, lower risk and values-aligned exit route that preserves jobs, rewards employees and strengthens communities.
Whether your clients are actively planning succession or exploring future-proofing strategies, employee ownership is increasingly relevant and financially compelling.
5 benefits for you and your clients
Employee ownership transitions rarely involve third-party costs, with reduced reliance on brokers and paperwork - saving your clients money compared to traditional exit routes.
With a fully funded, digital solution, transitions are faster, less disruptive and require fewer (to no) external advisors - reducing transaction costs and complexity.
Employee ownership ensures business continuity and safeguards the company’s mission, values and leadership culture long after the founder exits.
EO businesses often outperform their peers on productivity, profitability and employee engagement, delivering better outcomes for remaining shareholders.
Employees gain meaningful ownership and motivation, improving retention and strengthening company culture - while clients leave a positive social legacy.
Readiness test for your clients...
Get an early indication if Employee Ownership is right for your client.
Digital Benefits
Employee ownership offers a smart, values-led way for your clients to sell their business.
And when it's all done through a platform the process becomes frictionless, cost-effective and lower risk.
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Enhance your client experience Offer an innovative, fully funded exit solution alongside traditional routes - adding value to your core services in tax, succession and wealth planning.
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Seamless Transition An end-to-end platform helps streamline the process from structuring, legal, compliance and governance. making it easier for your clients to transition
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Impact with upside Help your clients with their ESG goals, leave a legacy of inclusive growth, shared prosperity, and stronger local economies - without compromising returns.
The Stats - as of 2024 from the EOA
Employee Ownership is growing fast in popularity
Lots of sectors are choosing employee ownership as a more socially impactful model.
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Employee Engagement & Satisfaction
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Productivity Boost
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Businesses Experience Growth
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Preservation of Company Legacy
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Deferred Consideration Surety Gurantee
UK Employee Owned Companies
Transitions in 2024
UK Employee Owners
Companies Transitioned to EO - July 2024
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