Let’s have a conversation.
We appreciate that succession planning is difficult.
Selling the company that you've built over many years has an emotional impact.
Make sure you speak with our experts to see how Employee Ownership compares with the conventional routes of a trade sale or a sale to Private Equity.
Required Information
Contact - common questions.
A phone call or an email to Tom at tom@rvecf.com with a brief summary of the client and the trigger. We take the first meeting at our cost. Your client stays your client; we become a named specialist on their transaction.
Before we meet a client for the first time, we would ask for some information on the Company (e.g. recent accounts and shareholder structure). With this information and a Q&A session with the founder / controlling shareholder we can usually address three key questions: is an EOT transaction feasible (ie will the EOT Relief conditions be satisfied), what is the likely valuation range, and over what time period would the vendor shareholders be paid.
At our first meeting the Q&A will focus on company history, ownership, financial performance (historic and prospective), employee headcount and culture.
We are happy to meet in person or over Teams / Zoom video call.
A typical EOT Transaction will take 4 months. RVE acts as the adviser to the Company to execute the transaction, carrying out work over 6 phases: feasibility review, transaction structuring, valuation, tax clearance, legal transaction documents drafting, completion.
Within the timetable HMRC clearance is the most variable element. Clearance is normally received 4 weeks after submission, although this can be shorter (and occasionally longer if HMRC requires additional clarification on elements of the transaction).