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.

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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?

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Employee Share Plans

Looking for ways to reward your staff?

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Management Buy-Outs

Want to ensure ongoing stability?

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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.​

Valuation

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.

View our working process

Case Studies

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”.
Hannah Hutchison, Gateway Dental Practice
“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.”
Huw Watkins, CEO, BIC Innovation
“The Employee Ownership Wales team at Social Business Wales have been the backbone to our transition. They are a font of knowledge with superb advice. I couldn't have done it without them. Amazing, absolutely amazing.”
Chris Loyn, Founder, Loyn + Co Architects
“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.”
Saran M Allott–Davey , Managing Director, Heron House Financial Management
“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.”
Jane Steen, Marketing Manager at ETL Solutions

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