EOT Toolkit

For Business Owners

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This section provides the strategic framework, decision-making tools, and real-world examples you need to evaluate the EOT model and ensure its long-term success. 

Background Knowledge

The EOT movement in the United States is new as a business succession model but rooted in centuries-old trust law. Before going too far down the EOT path, it is important to define the model and its application in the context of the US economy and society.

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An Introduction to Employee Ownership Trusts
This is the foundational reading material for owners, defining the EOT model, outlining the key motivators (e.g., preserving legacy), and detailing the crucial distinction from ESOPs. 
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The Global EOT Landscape Trends, Growth, and Lessons for the US Handout
Explore the history, global momentum, and structural success of EOTs in other countries to understand the US movement’s trajectory and potential. 
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EOT Acronyms and Common Terms Defined
Use this concise glossary to master the essential terminology, trust structures, acronyms, and legal language required for discussing EOTs.

Determining EOT Feasibility

Choosing the right succession path is a critical and fundamental step for every business. The following resources can aid you in conducting a thorough assessment of the EOT model against your individual goals.

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Questions to Ask Early On in Your EOT Journey
This checklist provides critical prompts for owners to empower them with the right questions to ask key stakeholders (e.g., attorneys, banks, other companies, etc.) during the EOT exploration process.
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Debunking Common EOT/PPT Myths
Address the most frequent misconceptions and challenges surrounding EOTs to ensure your decision making is based on accurate facts. 

Real-World Viability and Proof

See how other companies have successfully navigated the transition and what success looks like in practice.

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Networking

EOT Peer Network
Attend and engage in monthly meetings with real companies in a confidential and intimate virtual setting that fosters connection, learning, and growth. 

Case Studies

Coming soon

Ready for Next Steps?

Now that you have a solid understanding of the EOT model, it is time to connect with experts to receive individualized support.

Directory

Service Provider Directory

Find a consultant, advisor, trustee, and others who can help you along your journey. There are two EOT filters under “Areas of Expertise,” so you can easily find folks who specialize in the EOT space.

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Board Candidate Directory
Find professionals in this directory to ensure you have a rigorous and robust governance structure for your EOT. You can filter for “EOTs” under “Functional Expertise” so you can easily find folks who specialize in the EOT space. 

Register for an Upcoming NCEO Event

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Third Annual EOT Workshop at the 2026 NCEO Forum

Join us for an intensive, interactive deep dive into employee ownership trusts—built for business owners, employee-owners, HR professionals, financial advisors, exit planners, and service providers at every stage of the ownership journey.

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2027 NCEO Annual Conference
Join industry experts and forward-thinking leaders in Pittsburgh, PA, to harness the competitive edge of employee ownership. In addition to dedicated EOT programming, there will also be sessions on ownership culture, networking opportunities, and more.
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