Recruitment Sector Insight

K3TA SERVICES SUITABLE FOR RECRUITMENT SECTOR

FINANCE TRANSACTIONS

EMPLOYEE OWNERSHIP TRUST (EOT): An EOT is a trust for the long-term benefit of the employees. Company owners can sell their company to an EOT, rather than a traditional buyer. The best-known advantage of an EOT is that the sale is completely tax free. However, there are also other significant commercial and practical advantages over a traditional company sale as the process is collaborative rather than adversarial We offer a “one-stop shop” service for sales to an EOT covering company valuation, financial modelling, debt advisory, legal and expert tax advice. We can provide a competitive fixed price quote to cover all the services required and deliver a seamless service from start to finish, including detailed advice for operating under an EOT ongoing. PRE-SALE PLANNING: Where shareholders are working toward a sales process we advise on pre-sale restructuring that can simplify a future disposal and maximise post-tax value. We also carry out vendor due diligence to identify tax issues and recommend remediation strategies before you face the time pressure of a live deal. MANAGEMENT TEAM: Ensuring the management team are properly rewarded, incentivised and retained is essential to maximise deal value. We advise on share incentive schemes to provide tax efficient reward while ensuring management’s motivations are aligned with your business growth and exit priorities.

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