EOTs

How can you get the full value of your business when you sell to your employees, at no cost to them  personally? With an Employee Ownership Trust.

Protect your company when it’s time to sell the business

Our

3-PHASE

Process

small and medium businesses in Canada

PHASE 1:
Feasibility Study

Could you be an EOT?
Employee Ownership requires stability, leadership and cash flow constraints to make the transition work.

Based on high-level financial, organizational, and leadership-readiness considerations, we conduct a detailed feasibility study to determine if employeeownership is right for your company.
The most knowledgeable business service providers in the employee ownership space in Canada

PHASE 2: TRANSACTION ROADMAP

SHOULD you be an EOT?
This phase builds transaction readiness by guiding you through structured decision-making, model stress-testing, scenario development and selection, and early-stage governance and leadership alignment.

The result is a detailed roadmap that flags key issues/discussion points with plans to address them in the next phase, if you decide to move forward with the transaction.

PHASE 3: TRANSACTION + TRANSITION

YOU WILL be an EOT.
This final phase turns your target out comes for Employee Ownership into the legal and governance frameworks required to execute it. We coordinate legal, governance, due diligence and financing components, onboard Trustees, and support internal communication, training, and long-term education. We ensure your transaction is executed and implemented smoothly and inline with best practice.

During the transition, we help your new employee owners understand their ownership, how and when it will benefit them, and what rights and responsibilities come attached, so that you can unleash your team’s full potential.

How

EOTs

WORK

There are 5 parties to any EOT transaction
small and medium businesses in Canada
0
1
2
3
4
01
One

The Seller

The current owner of the business is the seller. That individual (or group) shareholder has the sole authority to choose who will buy the company.

02
Two

The Buyer / The Trust

For the employees to become owners, an Employee Ownership Trust must be formed. This Trust allows employees to own the shares as a group in a tax-effective way, without requiring individual employees to purchase and manage them. The Trust becomes the purchaser and manages the responsibilities of ownership on behalf of the employees.

03
Three

The Corporation

The corporation is the thing being sold. It will provide the cash flow to service the buyout debt, and later to generate profit and company growth.

04
Four

The Employees

The employees are the ultimate beneficiaries of the corporation's profit and value. The structure of the Trust determines how and when employees benefit — through annual disbursements, long-term share value increases, or a combination of the two.

Flowchart of a saleFlowchart of a sale

If you are considering selling your business to your employees and want to understan the intricacies involved, let’s talk.

EOT transactions are complex and require knowledgeable advisors.

We are the experts in Canada’s EOT legislation — because we helped build it.

We are uniquely positioned to successfully transition your company to an employee Ownership Trust.

Contact Us

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How can you get the full value of your business when you sell to your employees, at no cost to them personally?

With an Employee Ownership Trust.

Watch video
Get the full value of your business when you sell to your employees, at no cost to them personally. EOT.

There are 5 parties
to any EO transaction:

The current owner of the business is the seller.
There are 5 parties to any EO transaction. Canada.

The
Seller

There are 5 parties to any EO transaction. Canada.

The current owner of the business is the seller.  That individual (or group) shareholder has the sole authority to choose who will buy the company.

This Trust allows employees to own the shares as a group in a tax-effective way.
There are 5 parties to any EO transaction. Canada.

The Buyer/
The Trust

There are 5 parties to any EO transaction. Canada.

For the employees to become owners, an Employee Ownership Trust must be formed. This Trust allows employees to own the shares as a group in a tax-effective way, without requiring individual employees to purchase and manage them. The Trust becomes the purchaser and manages the responsibilities of ownership on behalf of the employees.

The corporation is the thing being sold. EOT. Canada.
There are 5 parties to any EO transaction. Canada.

The
Corporation

There are 5 parties to any EO transaction. Canada.

The corporation is the thing being sold. It will provide the cash flow to service the buyout debt, and later to generate profit and company growth.

4
There are 5 parties to any EO transaction. Canada.

The
Employees

There are 5 parties to any EO transaction. Canada.

The employees are the ultimate beneficiaries of the corporation's profit and value. The structure of the Trust determines how and when employees benefit — through annual disbursements, long-term share value increases, or a combination of the two.

Employee owners do not bring their own equity to the purchase of the company.
There are 5 parties to any EO transaction. Canada.

The
Financier

There are 5 parties to any EO transaction. Canada.

Since employee owners do not bring their own equity to the purchase of the company, employee ownership transitions are 100% debt financed. Bank financing is essential to make these transactions possible.