Book a free advisory call
Pick a time that works for you and we’ll send a calendar invite.
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
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1
Your goals
What you want for yourself, your team, and the business when you step back.
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2
Whether an EOT fits
How an Employee Ownership Trust compares with selling to private equity, a competitor, or through an ESOP.
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3
What would come next
A rough sense of structure and timing, and what a feasibility analysis would look at.
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1
Your client’s situation
Their goals, their timeline, and what they want for the team they built.
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2
Fit, structure, and timing
Whether an EOT holds up against the other exits on the table, and roughly how it would be shaped.
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3
How we’d work together
Where we lead the transition, and how we keep you at the center of the client relationship.
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Open the booking page“Our transition to an EOT was well planned and supported by Common Trust. Their experience made the planning and project management process much easier.”
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