Camilla Advisory Group
Camilla Advisory Group
  • Home
  • About
  • Contact Us
  • More
    • Home
    • About
    • Contact Us
  • Home
  • About
  • Contact Us

Employee Ownership Trusts (EOTs)

Secure Your Legacy, Empower Your Team

At Camilla Advisory Group Inc., we specialize in helping business owners transition their companies to employee ownership through Employee Ownership Trusts (EOTs). An EOT is a powerful succession planning tool that allows you to sell your business to your employees, ensuring your legacy while providing financial benefits. 

What is an Employee Ownership Trust (EOT)?

An Employee Ownership Trust (EOT) is a legal structure that holds shares of a business on behalf of its employees. It enables business owners to sell their company to employees at fair market value, giving them an ownership stake without requiring personal financial investment.


How an EOT works:


  • The business owner sells shares to the EOT at fair market value.
     
  • The EOT holds these shares on behalf of the employees, creating employee ownership.
     
  • Employees benefit from the company’s success without using personal savings.
     
  • The business owner receives financial benefits from the sale while leaving a lasting legacy.

Why Choose an EOT?

 EOTs offer numerous benefits for business owners, employees, and the company as a whole:


  • Tax Advantages: Benefit from a capital gains tax exemption of up to $10 million for EOT transactions (2024-2026).


  • Employee Engagement: Motivate employees with ownership, increasing commitment and productivity.


  • Succession Planning: Secure your legacy by transitioning ownership to the people who helped build your business.


  • Financial Flexibility: Employees do not need to use personal savings to buy shares.


  • Stability: EOTs are ideal for companies with strong cash flows in mature industries.


  • Preserve Company Culture: Ensure the values and mission of your business continue under employee ownership.

Is an ESOP Right for Your Business?

 EOTs are a great fit for businesses with the following characteristics:


  • Strong Cash Flows: Consistent profitability to support the buyout process.
     
  • Mature Industry: Stable business model with a proven track record.
     
  • Employee-Centric Culture: A team of dedicated employees who are invested in the company’s success.
     
  • Desire for Legacy Preservation: Business owners who want to reward and empower their team.

How Camilla Advisory Group Can Help

Feasibility Assessment

Valuation & Structuring

 Evaluate whether an EOT is a suitable fit for your business. 

Valuation & Structuring

Valuation & Structuring

 Determine the fair market value and design the EOT structure. 

Legal & Compliance Support

 Work with your legal counsel to ensure compliance. 

Employee Education

 Work with your legal counsel  Help employees understand the benefits of ownership. ensure compliance with ESOP regulations. 

Ongoing Support

Ongoing Support

 Provide continuous guidance as your business transitions to employee ownership. 

Download our EOT Presentation

CAG Presentation EOTs (pdf)Download

Ready to Explore an Employee Ownership Trust?

CONTACT US

Copyright © 2025 Camilla Advisory Group - All Rights Reserved.

Powered by

  • Privacy Policy
  • Terms and Conditions

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept