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Employee Ownership Trusts.

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A Tax-Efficient Business Exit That Empowers Your Team

Are you thinking of exiting your business or looking for a tax-efficient way to reward your team? An Employee Ownership Trust (EOT) might be the solution. We provide expert guidance on setting up and managing EOTs, helping you navigate tax advantages and compliance requirements. Our approach creates a structure that benefits both your business and employees, fostering shared prosperity.

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The Benefits Of An Employee Ownership Trust

A Tax-Efficient Exit

Sell your business without paying Capital Gains Tax — and retain control over the timeline and structure of the deal.

A Legacy That Lasts

Protect your business culture, values, and team by passing it to the people who helped build it — not to an outside buyer.

Motivated, Engaged Employees

Employee ownership improves morale, retention, and productivity — because everyone has a stake in the outcome.

A Smooth, Supported Transition

From valuation to trust setup and communications, we guide you at every step to ensure clarity and minimal disruption.

Why Choose Loucas?

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More Than a Transaction

We focus on the whole picture - your people, your future role, your culture - not just the mechanics of the deal.

Experienced in EOT Journeys

From first conversations to final payments, we’ve supported business owners at every step of the EOT process.

One Team, Start to Finish

You'll deal with the same small, senior team throughout. We value consistency, transparency, and trust.

Clear, Straightforward Guidance

We keep the process jargon - free and practical - so you always know what’s happening and why.

Wherever You Are, We're Here for You

Based in Kent with offices across London and the Southeast we work with clients who are both local and nationally based.

We typically help:

  • Owner - managers planning a values - based exit
  • Founders who want to reward long - serving teams
  • Companies with strong culture and loyal employees
  • Business owners stepping back, not necessarily stepping away

We tailor our involvement to suit your goals - whether you're ready to act or just exploring the idea.

A Transparent and Personalised Process

Every business is different - so we take time to understand yours. Our process is structured but flexible, guiding you through the EOT journey in a way that works for your people, goals, and timeline.

  1. Discovery & Feasibility
    We start with a clear - sighted review of your finances, ownership structure, and personal goals to assess if an EOT is the right path.
  2. Valuation & Deal Design
    Together we set a fair value for the business and model repayment terms that ensure stability for both you and your employees.
  3. Trust Setup & Tax Clearance
    We collaborate with your legal team to establish the trust and secure HMRC approval, making sure the transaction is fully compliant.
  4. Communication & Transition Support
    We help you prepare your team, train trustees, and manage the internal rollout so the business stays aligned and motivated during the change.

You’ll have direct access to our senior team throughout the process, with clear communication, honest advice, and no surprises. We’re here to make the journey simpler - and ensure your exit delivers lasting value.

How we work

"Being the Difference" is the Loucas way of working - and the promise behind everything we do.

It means taking time to understand your business and where you're going. It means working side by side - not just showing up when returns are due. And it means helping you prosper, with advice that's practical, forward-looking, and always on your side.

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Book a free, confidential call with our EOT experts

Whether you're ready to begin or just exploring options, we'll help you understand the EOT process. Book your call today.