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.

Watch back

Working with business owners

When transitioning your business to an Employee Ownership Trust (EOT) structure, 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.

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EO Know How

We’ve been employee-owned since 2019. And through that journey, we’ve learned that Employee Ownership is a seismic cultural shift, a communication challenge and an opportunity to rethink purpose, power and people. That’s why we created the Employee Ownership Know-How series, led by our Co-Founder and Head of Employee Ownership Business Development, Barry Horner. We’ll be sharing:

  • Real stories
  • Practical advice
  • Myths, busted

If you’re on the EO journey (or just EO-curious), this series is for you.

Our Comprehensive Financial Planning Services

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Employee Ownership Scheme Trends for 2025

Why employee ownership schemes are exploding in 2025 (and not for the reasons you might think).

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.

What our clients say?

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.

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Summary of our 2024 Impact Report

This impact report marks an exciting new chapter for Paradigm Norton. In the Welcome, our CEO Barry Horner, shares the news that, after 24 years ...

How Employee-Owned Businesses Operate in the UK: A Guide for Vendors

Welcome to your guide on how employee-owned businesses work in the UK. If you are looking to transition to employee ownership or you are just ...

Philippa Hann announced as new CEO

We recently announced the appointment of Philippa Hann as our new Chief Executive Officer, which will be effective from April 2025, subject to regulatory approval. ...

The power of partnership: a conversation on employee ownership

We are proud to be an employee-owned (EO) business and have been since March 2019. All our Partners have a unified mission; to make a ...