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Employee Ownership Trust (EOT) Toolkit

Your definitive guide for EOT strategy, implementation, and governance

The employee ownership trust (EOT) model has emerged as a powerful tool for a values-aligned succession plan or business exit. The EOT Toolkit is a comprehensive, 360-degree resource, designed to guide our members—both companies exploring a business transition and service providers advising them—through the entire process. This toolkit synthesizes and collates the most current analysis, expert guidance, and proven strategies to help you make informed and strategic decisions in achieving a sustainable transition. 

Select your path

For Business Owners

I am an owner exploring my exit options and am interested in learning more about EOTs.

For Company Leaders

I am a company leader managing an existing EOT. View Company Leader Resources.

For Professional Advisors

I am a consultant, attorney, or fiduciary building or operating an EOT practice. View Professional Advisor Resources.