EOT Archives - VFDNET

Will’s Mentoring Story

Will Marr is a vfdnet Associate FC. He’s been an associate since 2019 and recently started mentoring under James Shand’s wing to learn ‘real-life’ about options for business exits with a focus to date on Employee Ownership Trusts. vfdnet are seeing a real interest in EOTs alongside MBOs and where a trade sale isn’t the […]

Employee Ownership Trust (EOT) or Management Buyout (MBO)? What is the difference and which is right for your business?

When it comes to selling a business, owners have various options available to them. Two methods of business sale that have gained popularity are Management Buyouts (MBO) and Employee Ownership Trusts (EOT). Proving a trade sale is no longer the only or obvious option. An Employee Ownership Trust, requires a minimum of 51% of your […]

How to Reconcile All Stakeholders’ Interests in an EOT Sale

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In an Employee Ownership Trust deal the focus can often be on getting the best deal for the business owner. Everyone’s keen once a decision has been made to complete a sale to employees that they lose sight of the importance of ensuring all stakeholders’ interests are included in the EOT agreement. Our Virtual FDs […]

“Peter is a first rate virtual finance director with excellent people skill and an ability to quickly see what is and isn,t working within the finance function and
the business generally and to help put it right. He is hands on and efficient in the projects he undertakes and always delivers on what has been agreed.
I would wholeheartedly recommend him to you.”

Steve Z – MD

“When I was Chairman I worked with our experienced Virtual Finance Director, David between 2012 and 2015, in one of the most difficult business environments for a software business. David was a key member of the team keeping everyone focused on delivering business and driving cashflow. Without David’s clear understanding of the issues, strategic thinking, willingness to address opportunities and problems head on, I believe the outcome would have been very different. David was the cornerstone of the management team.”

James W – Chairman

“I am delighted to say that the Business Sale process ran smoothly and efficiently. Our Buyer actually complimented us on our DD readiness and the ease of the transaction. I am very aware that this transaction would not have been possible without the significant groundwork and system development put in place by Peter & his team. The deal was signed in July 2015. AIthough the acquirer run a centralised finance function based in the USA I understand they have asked Peter to stay on as a consultant to help with the transition to the buyers systems. This sale could not have made without Peter’s substantial efforts. We owe Peter a substantial debt of gratitude.”

Christopher W – Chief Executive