Book a free advisory call

Who is this call for?

Zoe Schlag Katie Lyon Christina Newbrough Jonathan Parker

With the
Common Trust team

Let’s talk about what’s next for your business. Talk through a client’s succession options.

A no-pressure conversation about your goals, your timeline, and whether an Employee Ownership Trust could fit. Bring a live scenario. We’ll help you pressure-test whether an Employee Ownership Trust fits, and how we’d support you and your client.

  • Video call
  • Free, no obligation

What we’ll cover

  1. 1

    Your transition goals

  2. 2

    Whether an Employee Ownership Trust fits

  3. 3

    What it looks like to get started

  1. 1

    Your client’s situation

  2. 2

    EOT fit, structure, and timing

  3. 3

    How we’d work together

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“Our transition to an EOT was well planned and supported by Common Trust. Their experience made the planning and project management process much easier.”
Ben Wihebrink · CFO, Cypress Valley Meat Co.

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