Employee Ownership Solutions

Employee Ownership Solutions from specialist consultants

Whether you’re thinking of stepping back, selling up or investigating a different way to engage your employees, we could have the employee ownership solution for you.

Is your business based in Wales? We provide fully-funded, bespoke consultancy support, to help you decide if employee ownership (EO) is the right solution for you and your business.

Direct Employee Ownership

Employees become individual owners of shares: using tax advantages share schemes.

Indirect Employee Ownership

The Employee Ownership Trust (EOT) model: shares are held collectively on behalf of all employees.

Combined/hybrid Employee Ownership

A combination of both direct and collective share ownership.

How we can help

Whether you’re considering selling your business, stepping back as part of a succession plan, or looking for a different way to engage and motivate your workforce, employee ownership is a solution you should be considering.

There are a number of potential routes that you and your business can go down. From direct employee ownership, indirect employee ownership (the collective holding of shares using an EOT), or to maybe combining the two (hybrid model of employee ownership). Our experienced and specialist employee ownership consultants can help manage the whole process for you – with our fully-funded advice and support.

If you would like to discuss employee ownership further and learn how we can help you with your succession plans, please get in touch.

It can be a very big decision to make, but with us by your side, you, your business and future employee owners are in very safe hands.

Business Evaluation

We can assess your business, provide advice on all succession options and help you choose the best path for you.

Staff and Board Engagement

We can work with owners, managers, directors and employees to make sure everyone is involved and understands the process.

Valuation

We can help you with an independent valuation of your business.

Leadership Development

We can work with key employees who will be taking on business management responsibilities and make sure they have the skills and confidence they need.

Deal Structure advice

We can help you decide on the best deal structure, based on financial and personal circumstances. We can link you to suitable lenders where appropriate.

Tax Advice

We can provide advice on the tax relief and tax free profit shares that employee owned companies may be eligible for.

Ongoing Advice

Once the deal has been sealed, we can provide ongoing advice; bringing employee ownership in your business to life.

News

04/12/2023

Event: Succession Options for Business Owners

Tuesday 30th January 2024, 12pm – Aberystwyth.

16/11/2023

Research and Consultancy specialists are Wales’ latest employee-owned business

Miller Research strengthens its future by putting the business in the hands of its team.

07/11/2023

EO Knowledge Programme 2023 report

The UK is leading the world in the speed of growth of employee ownership. Read about the impact being employee owned is having.

03/10/2023

Qualifying Bonus Schemes for Employee Trust-Owned Companies

Fieldfisher and Cwmpas have together produced this article looking at bonus schemes.

08/09/2023

Event: “Selling your business, the EO Way”

An Employee Ownership Wales masterclass. October 24th 11am – 12.30pm. Free.

31/08/2023

Flood risk and water engineering firm Waterco looks to surf the wave of employee ownership

Another business has been supported by the Employee Ownership team at Cwmpas.

What our clients say

“The Employee Ownership Wales team at Social Business Wales were an invaluable source of help and support at the beginning of our journey to becoming Wales' first cooperatively owned dental practice, and throughout the process thus far. We believe our experience will become a model for sustainable healthcare practices in the future”.

“Thanks to the Employee Ownership Wales Team at Social Business Wales we were able to strike a balance between succession planning and practical implementation to fulfil our aim of facilitating a seamless transition to employee ownership. The valuable support they provided has resulted in continuous growth for the company whilst also creating a market for company shares.”

“The Employee Ownership Wales team at Social Business Wales had some very useful contacts for us and I felt they were always on hand when we had a technical issue or when we didn’t understand how something was going to work.”

“The Employee Ownership Wales team is great – I don’t think we’d even have known where to start without their input. They helped us establish that the trust model was the best way forward for us, and really helped us with putting initial procedures in place. Their guidance through the whole process was invaluable.”

Social Business Wales, delivered by Cwmpas is part of the Welsh Government’s Business Wales service.

Cwmpas, Wales’ national development agency for co-operatives and social businesses.

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Formally known as the Wales Co-operative Centre, Cwmpas is a registered society under the Co-operative and Community Benefit Societies Act 2014, number 24287 R.