EOT Toolkit

For Professional Advisors

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Contents

Essential Technical Expertise Business Development and Networking

This section provides the necessary deep technical expertise, guidance, and networking opportunities to confidently advise and structure EOT transactions. 

Essential Technical Expertise

Successfully advising on EOTs requires a nuanced understanding of trust law and its fiduciary implications, which differ significantly from other forms of employee ownership. 

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Article

EOT Fiduciary Duties and Governance: Applying ESOP Expertise
This article delineates the differences between EOT fiduciary duties and those found in the ESOP context, helping you clarify your governance structures for lenders and clients. 
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PDF

The Global EOT Landscape Trends, Growth, and Lessons for the US Handout
Understand the history, global market momentum, and structural success of EOTs internationally to better inform and advise your clients. 

Business Development and Networking

Expand your lead generation potential and connect directly with prospective clients in the ever-growing EOT ecosystem. 

Directory

Service Provider Directory

A prime source of qualified leads, this NCEO directory is your opportunity to showcase your expertise to an audience of business owners actively searching for EOT consultants, developers, attorneys, fiduciaries, financial advisors, and more.

Directory

Board Candidate Directory
Position yourself or your firm's team members as trusted governance experts for new and existing EOTs. 

Networking

EOT Peer Network

This intimate virtual peer gathering directly connects you with questioning business owners looking to transition their business and esteemed service providers to facilitate peer learning and collaboration. 

Want to write an article with the NCEO and be featured here? Simply send an email to education@nceo.org with your ideas!

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