Finance


Montgomery Charles

Montgomery Charles are independent financial planners with a particular specialism in advising business owners. As a partner of the Employee Ownership Association, we work to provide bespoke wealth management and financial planning advice for those who are either considering or actively progressing through the Employee Ownership process. We have specialised in helping business owners achieve their professional and personal goals for nearly 30 years. As a business owner and founder himself, our CEO, Mike Marigold, knows exactly what it takes to turn an idea into a ...

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Funding Friends

Funding Friends are highly experienced professionals who utilise bespoke technology and a collective knowledge of the lending marketplace to deliver a great customer experience. We help to save you time and effort by working with you to find the best deal for your business and your requirements.

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Vfdnet

Founded in 2003, vfdnet provides financial leadership for wise businesses, utilising deal experienced Virtual FDs who have lead trade sales, acquisitions, management buyouts and since 2015 business sales to EOTs.  Commencing with your business valuation, we help you plan your EO transition to ensure all stakeholders interests are recognised, collaborating and project managing specialist EO lawyers, engagement experts, banks and funding providers.

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Mobius Group

Mobius Group offers our clients a comprehensive and bespoke EOT experience. We understand that employee ownership is so much more than a legal process – it’s a fulfilling and rewarding journey that brings fulfilment to owners and passes on a wonderful legacy to staff and the community. If you’re exploring the possibility of becoming an employee owned business, we will sit with you and design the right Employee Ownership Trust (EOT) for you because we know that every EOT is unique. You can also draw on the expertise of our legal and accounting teams, giving you ...

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Entrepreneurs Hub

Entrepreneurs Hub advise and support business owners through their exit journey which can include transitioning to an Employee Ownership Trust, facilitating a Management Buyout or taking them through a process to market and sell their business. Our team can also support businesses to develop growth strategies; this often includes assisting businesses to recruit and build a strong board of directors.

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GS Verde

At the GS Verde Group, we help businesses in corporate transactions such as acquisitions, investment and succession planning. With multiple disciplines under one roof, we work as one team to provide end-to-end support including corporate finance, legal, tax and communications services. With a specialist advisory focus on setting up Employee Ownership Trusts, as a Group we are able to support business owners through the entire EOT process, including financial modelling, business valuation, legal structure and shareholder agreements.

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Evoke Management

Evoke Management provides financial, strategic and business guidance through our team of experienced financial and commercial directors that work as part of your team on a part-time basis. We have worked with a range of companies either considering or already employee owned, to ensure they leverage the opportunity for the founders as well as the new management team and new owners, guiding them to make the best choices to be successful.

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Valloop

Valloop brings a radically different and innovative approach to traditional SMEs buy-outs market through employees co-ownership model. We streamlined the ownership transition process by giving investors and SME owners the opportunity to partner while ensuring infinite loop of value creation for all and driving societal changes at scale. Succession. Empowerment. Rewards.

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Alvarez and Marsal Taxand UK LLP

A&M provides a full-service advisory and implementation offering including valuation services, tax structuring, documentation services and debt advisory services for companies transitioning to employee ownership.

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Vector

Vector specialise in succession planning and operate under the supervision of the Solicitors Regulation Authority. They bring together corporate solicitors and corporate finance professionals to offer a fully rounded transaction service. They support clients on transactions from start to finish incorporating all the financial, valuation and fundraising work through to preparation, review and completion of the legal documents.

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Howden Group Holdings

Howden Group has always been a company with a difference – with employee ownership at its heart and clients at the front of its mind. Founded in 1994 as a specialist D&O broker, we were by definition the smallest broker in the world. Today, the Group comprises Howden, the largest non-US broker in the world and DUAL, one of the largest international MGA in the world, with £1.4bn in revenue and managing premiums of more than £12bn. We are a group of international experts with a local touch and a digital backbone.  Alongside our long term, aligned growth ...

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London & Capital

London & Capital is a privately owned, boutique wealth and investment manager - currently managing c. $5bn - which specialises in dealing with entrepreneurial clients, both pre and post liquidity event.

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Hawsons Chartered Accountants

Founded in 1854, Hawsons Chartered Accountants have a long history of guiding clients of all sizes and from a wide variety of sectors through the challenges they face in business. Since the introduction of new legislation in 2014, designed to promote employee ownership trusts, Hawsons have been advising clients on their transition to employee ownership.  From valuation services to forecasting, finance raising, deal structuring, working with legal professionals to implement the transition and communicating with staff, Hawsons offer a fully comprehensive service to ...

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Dains Accountants

At Dains, we care about your business and want it to succeed – nearly as much as you do. That’s why we’ve continued to expand our services and expertise to ensure you get the best from our dedicated team. With us, size really doesn’t matter; we enjoy working with small companies ambitious for growth, as much as do our multinational clients. Every business is different, whatever its size, and we can deliver our full range of services wherever and whenever they’re needed. With local offices across the Midlands, we’re firmly entrenched in the local business ...

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Evenlode Investment

Evenlode Investment is an investment management company with a sole focus on investing in the shares of high-quality companies over the long-term, on behalf of both individuals and institutional clients.

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Wise Investment

Wise Investment is an independent wealth management and financial planning business, since 1992 they have been providing financial advice and investment management services to private clients.

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Gateley

Gateley is a legal and professional services group which was the first UK commercial law firm to list on the London Stock Exchange in 2015. With over 50% of our employees participating in our Sharesave scheme, we are proud of the participation which our employees have within our business. We regularly advise business owners on setting up Employee Ownership Trusts and can share insight on the legal and practical considerations. To find out more, take a look at our Employee Ownership Trust service here where you will also find free resources including ten things you need ...

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PwC LLP

PricewaterhouseCoopers is a multinational professional services network of firms, operating as partnerships under the PwC brand. PwC ranks as the second-largest professional services network in the world.

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Asset Match

Asset Match is the UK’s leading platform for buying and selling shares in private companies. We have a range of liquidity solutions which enable companies to unlock equity value whilst retaining control.

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Specialist Accounting Solutions Ltd

We specialise in advisory and financial outsourcing and work with ambitious entrepreneurs and management teams who need specialist accountancy support to achieve their goals. Specialised Accounting Solutions Ltd is a firm of Chartered Accountants founded by Sean Hackemann in 2015. Sean is supported by his team of colleagues across advisory and financial outsourcing, taxation and bookkeeping. We are proud supporter members of the EOA and regularly provide business valuations for EOT transactions.

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FAB Assurance

the logo for fab assurance
FAB Assurance (FAB) is a specialist insurance intermediary.  FAB creates financial ‘safety-nets’ for vendors and purchasers when transitioning to Employee Ownership; principally via FAB’s unique Deferred Consideration Insurance product.

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