Financial Planning for Business Owners
Financial Planning Services for Vendors of Employee-Owned Businesses
Employee Ownership Trust (EOT)
Having become employee-owned in 2019, we’ve built deep expertise in the financial planning needs of vendors like you.
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.
Your guide to how employee-owned businesses operate in the UK
Our Comprehensive Financial Planning Services
Understand Your Current Financial Situation
We start by helping you gain a clear understanding of your financial situation, including assets, liabilities, income, and expenditure. This foundation allows us to model the potential impact of the business sale on your personal finances, ensuring informed decision-making.
Determine Your Future Financial Goals
Seek Expert Professional Guidance
Diversify Your Investments
Evaluate Your Retirement Needs
Protecting Your Estate
Seek Ongoing Financial Planning Advice
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.