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Ongoing legal support for employee-owned businesses

The Employee Ownership Subscription provides ongoing legal support following the completion of an EOT, helping ensure a smooth transition and the continued success of the business.

Designed for trustees, directors, and leadership teams, the service provides guidance as the business evolves - supporting compliance, governance responsibilities, and reducing legal risk over time.

Sustaining success after EOT completion

After completing an EOT, there is often a sense of relief. The transaction is complete, the intended tax advantages have been secured, and the long-term future of the business has been protected.

However, despite the conclusion of the transaction, the legal and governance responsibilities continue. trustees and directors take on ongoing duties, compliance obligations must be maintained, and decisions carry significant long-term implications. Simultaneously, the business must continue to operate, grow, and support its employees as ownership settles into practice.

This is the stage where consistent, specialist legal guidance becomes most valuable. Our Employee Ownership Subscription is designed to support businesses through this phase, working closely with you to minimise risk, maintain compliance, and ensure the EOT structure continues to operate as intended.

Support beyond the transaction

We work closely with trustees, directors, and leadership teams to deliver ongoing legal guidance tailored to the realities of employee ownership.

Our support typically includes:

Governance and trustee guidance

Advising on trustee duties, governance structures, resolutions, and reporting to support clear and confident decision-making.

Compliance and risk management

Helping businesses meet ongoing compliance requirements, maintain qualifying conditions, and identify potential legal risks early.

Employee ownership in practice

Supporting bonus schemes, employee communications, and ownership-related policies to ensure employee ownership remains clear, fair, and well understood.

Ongoing legal support

Providing access to specialist legal advice as issues arise, without the cost or complexity of a full-time in-house hire.

A flexible subscription model designed for SMEs

The Employee Ownership Subscription is delivered through a flexible subscription model, giving employee-owned SMEs predictable access to legal expertise at a commercially sensible cost.

Tier 1: EOT Legal Essentials Support

£350 per month

Aimed at smaller companies, or those post-completion for 1–2 years.

Includes:

  • Annual summarised EOT legal compliance check.
  • Templates for minutes, resolutions, annual plans, etc.
  • Monthly “EOT Legal Update” email.
  • Email support for simple clarifying queries (please note that this does not include full advice).
  • Trustee onboarding guidance.
  • Legal deadlines and compliance reminders.

This tier keeps cost low while still providing quality legal value.

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Tier 2: Trustee Legal Support & Governance

£450 per month

Includes:

  • Two short, solicitor-led governance check-ins per year.
  • Review of key Trustee resolutions.
  • Annual legal review of bonus scheme compliance.
  • Annual EOT Legal Risk Summary (a lighter version of full report).
  • Monthly “EOT Legal Update” email.
  • Priority email support.
  • One virtual legal Q&A session per year for Trustees on governance-related matters.
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Tier 3: EOT Legal Partner

£950 per month

Includes:

  • Reviewing and drafting key Trustee resolutions.
  • Oversight of conflict-of-interest management.
  • Annual comprehensive EOT Legal Risk Report.
  • Priority same-day support for EOT matters.
  • Legal oversight of bonus scheme implementation.

Similar to a legal retainer package that provides real solicitor involvement.

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EOT Governance Compliance Package

In addition to the above tiered packages, we also offer a one-off product that includes:

£4,500 one-off payment

  • Full legal review of EOT Trust Deed, Articles, and key documents.
  • Post-completion compliance check, including qualifying conditions, governance structure, powers, etc.
  • Trustee duties audit and risk assessment.
  • Review of Trustee minutes, resolutions, and processes.
  • A written EOT Legal Governance Report summarising risks and recommendations.
  • Drafting and updating documents, including:
    • Trustee resolutions.
    • EOT governance calendar.
    • Employee communication legal templates.
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Our EOT solicitor

Our EOT services are led by Taibah Rehman, who brings extensive experience advising on EOT sales across the full lifecycle, from initial structuring through to post-completion support, ensuring the transition aligns with your business objectives.

Taibah Rehman

Taibah Rehman

Associate Director

Employee Ownership Insights

We regularly share insights, guidance, and case studies on employee ownership, governance, and post-completion best practice. Explore our latest thinking on employee-owned businesses by clicking on the links below.

Speak to our team

If your business has already completed an EOT and you’re looking for ongoing legal support, our team would be happy to assist. Get in touch to discuss how Sumer Law’s Employee Ownership Subscription could support your business.
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The Employee Ownership Subscription

From: £350.00 / month

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