Employee Ownership and Share Scheme Solutions From Specialist Advisors

Whether you’re thinking of stepping back, selling up or developing a committed workforce, we could have the solution for you.

We provide fully-funded, bespoke advice to help you decide if Employee Ownership and Share Schemes are the right solution for you and your business.

Employee Ownership Trusts

Want to leave your company in good hands?

Employee Share Plans

Looking for ways to reward your staff?

Management Buy-Outs

Want to ensure ongoing stability?

How we can help

Whether you’re considering a full-blown transition to employee ownership, implementing an employee share scheme or a management buy-out, our team of experienced specialist advisors can manage the whole process for you – fully-funded. If you would like to discuss a fully-funded options appraisal, please get in touch.

It’s a big decision to make, but with us by your side, you and your business 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.​


We can provide 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.​

Financial Advice

We can help put the appropriate financial processes in place to transfer the owner’s shares, either directly to the employees or via an employee ownership trust.​

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 is sealed, we can provide ongoing advice on managing the transition and keeping employees engaged.​

One size doesn't fit all

We work to understand the uniqueness of your business and objectives, then we chart a course to the right solution for you.

Start your journey here.

Case Studies

What our clients say