How to Build the Right Team for Your Employee Ownership Transition

Common Trust provides a roadmap for building an advisory team to execute an Employee Ownership Trust transition. The guide emphasizes that while existing CPAs and corporate counsel can often stay involved, specialized expertise in purpose trusts and EOT-specific advisory is critical for long-term success. It details the roles of legal, tax, valuation, and financing partners, highlighting how an employee ownership advisor serves as the central coordinator to ensure structural alignment.

Business owners can use this guide to identify which specialized advisors are necessary for an EOT transition and learn specific questions to ask when vetting legal and financial partners to avoid costly design gaps.