Financial Planning for Business Owners
A comprehensive and unique financial planning service, built around four specialised solutions, designed specifically for business owners transitioning to an Employee Ownership Trust (EOT) structure.
Supporting Your Transition with Expertise and Care
Employee Ownership Trust (EOT)
Having become employee-owned in 2019, we’ve built deep expertise in the personal financial planning needs of those transitioning to employee ownership.
When selling your business to an Employee Ownership Trust (EOT), you’re embarking on a significant life event with profound financial implications. At Paradigm Norton, we understand the unique challenges and opportunities this transition presents.
Why Choose Paradigm Norton?
Expertise in Financial Planning for EO Businesses:
We employ a team of highly qualified financial planning professionals who understand the particular challenges and nuances of working with the vendors of businesses that have been sold or are in the process of being sold to an EOT.
Outstanding Client Care:
We prioritise understanding the unique culture of employee-owned businesses and offer personalised guidance tailored to your specific circumstances.
Tailored Solutions:
We recognise that no two EO businesses are the same. Our financial strategies are custom-built to meet your unique needs and goals.
Employee Ownership Scheme Trends for 2025
Why employee ownership schemes are exploding in 2025 (and not for the reasons you might think).
Are you a business owner looking to build productivity, resilience, employee engagement and retention in a tricky financial climate?
Or perhaps you’re planning your exit strategy and considering selling up?
If you’ve answered ‘yes’ to one or both of those questions, there’s another option that may not immediately spring to mind: transitioning to an employee ownership scheme where employees become the beneficiaries of shares in the business, giving all team members a stake in its long-term success. This is set to be a growing trend in 2025 and beyond.
In this white paper, we’ll explain why the perceived leading benefit of tax breaks really is at the bottom of the pile when it comes to reasons for transitioning to an employee-owned model and we will share our learned observations, having gone through the process ourselves.
Our Comprehensive Financial Planning Services
What our clients say?
“XXX ”
Ben Kingsley
Former Partner – Slaughter and May
“XXX ”
Jim Aveline
Partner –
Burges Salmon LLP
“XXX”
Guy Stobart
ex Managing Partner –
Burges Salmon LLP
Paradigm Norton: Employee-Owned, Award-Winning, and a Certified B Corporation®
Paradigm Norton is a multi-award-winning, employee-owned firm with a strong commitment to exceptional client care and sustainable business practices. As a Certified B Corporation®, we balance purpose with profit, ensuring that our values align with those of our clients.
With a team of highly qualified financial planning professionals, we’re dedicated to helping you navigate the complexities of selling your business to an EOT. We’ll work closely with you to align your financial planning with your personal values and future aspirations.
Meet the Employee Ownership Team
Get started today
Take the first step towards a smooth and successful business sale by contacting us for a personalised consultation. Let Paradigm Norton guide you through this significant transition with expertise, care, and tailored solutions that secure your financial future.
