EOT Checklist - Employee Ownership Advisor

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EOT ChecklistWeb Admin2025-06-23T16:06:52+01:00

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We were recommended to Ison Harrison as a very reputable commercial firm with experience of transitioning to an EOT themselves. Richard Coulthard was able to answer our questions from his own experience and this proved invaluable. His advice was practical and appropriate to us and he was able to introduce us to independent professionals who also advised us on the transition. His handling of the SRA was very helpful in expediting the process and making sure we got everything right. Richard and his team were professional helpful, approachable and efficient in the whole process and have continued to be so in the early days of our EOT development.

Helen Burrows, Director and former shareholder of Guest Walker Limited

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