Legal
Folkes Worton
Folkes Worton LLP was originally established over 100 years ago and has offered high calibre service for all specialist accounts and tax needs our clients have had since. We pride ourselves on offering clients more than just a compliance service. Our four partners have more than 100 years combined experience which includes a specialist Tax Partner always here to help on needs such as employee ownership and they take great pleasure in sharing their wisdom to help businesses achieve all their objectives. A big part of our culture is to build personal relationships with our ...
Jerroms Miller
Jerroms Miller has established a reputation for excellence when advising on Employee Ownership Trust (EOT) projects across a wide variety of sectors involving businesses ranging from £1m to £100m. Our deep understanding and interpretation of the relevant tax legislation and our ability to develop innovative solutions has resulted in the successful implementation of numerous EOTs and advising on distributions to EOTs for various clients.
As specialists in this area, we have also advised on operating share schemes such as EMI (Enterprise Management Incentives) alongside ...
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.
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 ...
Granite Legal Services
Granite Legal Services is a niche commercial law firm offering services to those who wish to operate, or already do operate, in a business environment.
It provides advice and representation in the various practice areas that apply to operating a business, including but not limited to; corporate, commercial, employment, dispute resolution, regulatory and compliance.
Its lawyers have significant experience in working with various types of business - including sole traders, partnerships and companies – across different industries and at all the different ‘life ...
The Corporate Law Partner
Specialist corporate lawyer, with experience spanning more than two decades advising on mergers and acquisition including EOT transactions, now seeking to apply that wealth of commercial experience to supporting business as an Independent Trustee.
HSR Law
An experienced legal team, advising either the selling shareholders or the board of the purchasing trust company on each stage of the process of the sale and purchase of a company to an Employee Ownership Trust (EOT). We can advise on the structure of the group post sale, and on the content and drafting of all the key documents, such as the sale agreement, articles of association, shareholders’ agreement and Trust Deed in a collaborative way.
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.
Avondale
Avondale is a leading business advisor that helps ambitious owners buy and sell companies, secure investment, grow and create shareholder value.
We have been advising dynamic entrepreneurs and companies for over 30 years (UK & global). Authentic and resourceful partners delivering your success.
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.
Anthony Collins Solicitors
Anthony Collins Solicitors is a specialist law firm with a clear purpose – to improve lives, communities and society. We are nationally recognised as delivering accessible and pragmatic legal advice to our specialist sectors of housing, health and social care, education, charities, local government, social business and legal services for individuals.
Clarkslegal LLP
Clarkslegal LLP is a leading, full service commercial law firm, based in London and the South East, that provides commercially driven strategic advice to start-ups, SMEs, PLCs, large multinationals and individuals in the UK and internationally.
Our corporate lawyers are experienced in leading people through the sale process to employees through Employee Ownership Trusts. We advise on setting up the trust, establishing the trust company, share purchase agreement, including structuring the deferred consideration documentation. Visit our Employee Ownership Trusts page for ...
The Peloton
The Peloton is one of the first Chartered Accountancy firms in the UK to enter into employee ownership. Partnering with leading lawyers in the employee ownership community, it provides end-to-end support when it comes to EOT transitions. Be it valuing the business, modelling cashflow, obtaining tax clearances, the legal documentation, or determining the profit share formula, The Peloton is uniquely well placed to support you on your journey to employee ownership.
Napthens LLP
As a full service law firm, Napthens provides corporate and commercial advice and support to a wide range of businesses. Our strength is in our relationships – with colleagues, clients and with the wider business community. We listen and take the time to get to understand our clients and what they want to achieve so we can deliver a personalised, tailored service that will help them to meet their objectives.
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.
Hentons
Hentons is a firm regulated by the Solicitors Regulation Authority which brings together corporate solicitors and corporate finance professionals to offer a fully rounded transaction service. It supports 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.
Osborne Clarke
Osborne Clarke is an international legal practice with over 270 partners and more than 925 lawyers in 25 locations (with services in India provided by a relationship firm). Our sector-based approach enables us to help clients tackle the issues they are facing today, and prepare for the ones that they will face tomorrow. Michael Carter heads our Incentives team and has more than 20 years’ experience of working with listed, private and global companies. He advises on all aspects of employee incentives and executive remuneration, and has helped many businesses transfer to ...
BBS Law
Founded in 1979, BBS Law Ltd is a well-established presence in the UK legal market delivering expert legal services in a range of areas including corporate, commercial property and secured lending, employment, litigation and private client to all types of businesses - from sole traders to AIM listed companies, funding institutions, charities and other professionals.
The firm has expanded its main office in Manchester over the last few years under a young and energetic management team going from strength to strength and now have a presence in the City of London.
The ...
Tapestry Compliance
Tapestry is a multi-award winning boutique law firm specialising in global executive and employee share and incentive plans. We are a business that advises our clients on employee ownership. Therefore in October 2020, when we transitioned to an employee ownership model with the formation of an Employee Ownership Trust (EOT), we were finally embracing the industry in which we work.
Clients come to us for our expertise. We have provided services to approximately 60% of the FTSE100 since we were founded, a number of major corporates including Aviva, Siemens and Rolls-R...
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 ...
Wrigleys Solicitors LLP
Wrigleys Solicitors LLP are specialists who have been advising on the legal and commercial aspects of employee ownership since 1987. A summary of our expertise and some frequently asked questions can be found in the Employee Ownership section of our website.
We are able to advise on the structuring, tax, trust and employment issues which arise on a transition to employee ownership and have contacts throughout the employee ownership sector to be able to
introduce you to suitable independent advisors and trustees as necessary.
Moore Kingston Smith
Moore Kingston Smith is a leading UK firm of accountants, lawyers and business advisers. We are a leading member of the international accounting and consulting network, Moore Global.
As well as providing accountancy, tax, legal and corporate finance services, one of the areas we specialise in includes Employee Ownership Trusts (EOTs). We offer a complete business advisory service around EOTs all under one roof encompassing tax, legal, corporate finance, HR and accounting services.
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 ...
Shorts
Shorts are specialist advisors to owner managers looking to transition to Employee Ownership . Our award-winning Corporate Finance and tax teams are able to help owners realise value tax efficiently, preserving their legacy and giving the businesses a sustainable future under employee ownership.
Project managing the whole process, we offer fully rounded advice to the retiring owner manager and are experts in valuations, fundraising, share incentive schemes, deal structuring, taxation, wills, trusts and investment advice for the sale proceeds.
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.
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.
Williamson Morton Thornton LLP
Williamson Morton Thornton LLP - As well as the expert support you would expect from the WMT team on technical matters such as the structure, funding, tax and accounting issues, WMT prides itself on offering a very hands-on approach to help organisations achieve their planned buy-out. Their team work together with both the organisation and the selling shareholders to demystify the employee buyout process and ensure that the goals are achieved whilst making sure the transaction does not become overwhelming.
The Wilkes Partnership
Wilkes are one of the leading independent medium-sized UK law firms offering a wide range of specialist expertise aimed at our core clients – businesses, individuals, financiers and trusts.
We provide leading advice on company & commercial, mergers & acquisitions, (including transition to employee ownership), employment, real estate, planning and regulatory, property litigation, commercial litigation, commercial recovery, insolvency services and trusts law.
Beever and Struthers
Beever and Struthers is an award winning firm of Chartered Accountants and Business Advisors in Manchester, Blackburn, Birmingham and London. We have been providing accountancy and financial advice to clients for over 100 years and currently rank in the Top 10 firms in the North West.
Specialist Accounting Solutions Ltd
We work with ambitious entrepreneurs and management teams who need specialist accountancy support to achieve their goals.
Specialised Accounting Solutions Ltd is a niche firm of Chartered Accountants founded by Sean Hackemann in 2015. Sean has been a Chartered Accountant for almost 20 years and has extensive experience in leading finance departments of SMEs, advisory and corporate finance. Sean is supported by his team of colleagues across advisory and financial outsourcing, taxation and bookkeeping services.
We are part of the ICAEW’s trusted Business Advice ...
Brabners LLP
The specialist team at Brabners has been involved in employee ownership for many years and has a strength and depth of expertise in all EO-related matters. Our focus is to guide and partner owners of SME businesses to transition to employee ownership as a sustainable succession strategy. The team is partner led and prides itself on delivering hands-on, no-nonsense advice and support.
KPMG
KPMG provides a full suite of professional advisory support to assist businesses considering a transition into employee ownership, implementing employee ownership and maintaining compliance with the relevant legislative requirements on an on-going basis. Their relevant services include: tax, share plans and reward, commercial and tax valuation, debt advisory, legal services, HR consulting and accounting.
JMW
JMW is a full service commercial law firm with experience in advising clients in establishing employee ownership trusts from talking through the initial idea of pursuing this structure (including putting business owners in touch with clients who we have already established an EOT), to preparing the key documents to implement the structure. Additionally, our banking team is experienced in advising both borrowers and lenders across the full range of EOT-related financing issues.
Geldards
Geldards is one of the country’s leading regional law firms with offices based in Cardiff, The Midlands and London. Our clients trust us to give them high quality legal advice that is practical, commercially-minded and value for money. We firmly believe lawyers must provide legal support with imagination and business insight. Whether you come to us with a query or a major deal, we will listen to you and respond with honest, pragmatic advice tailored to your situation and the way you do business.
