When you choose an Employee Ownership Trust (EOT), having an independent trustee ensures fairness, clarity and confidence. Gravitate can act as that objective, voice, helping ensure decisions are robust, interests are balanced, and the EOT ultimately succeeds!
More and more businesses are transitioning to EOTs, and with that comes greater need for impartial oversight. Stakeholder interests can often diverge, causing friction and potential issues.
An independent trustee helps prevent these conflicts, ensures transparency, and maintains trust across the board. Martin at Gravitate will bring experienced oversight to your Trustee board so you can be confident that every decision is sound and defensible.
Gravitate provides a whole suite of trustee services, tailored to the complexity and needs of your EOT.
We will facilitate and attend Trustee board meetings so governance remains structured and on schedule.
We will chair your trustee meetings (where applicable) to ensure fair discussion, balanced input, and proactive and timely decision-making. We’ll also take and maintain accurate minutes of meetings, ensuring there is a clear record of decisions, rationale, and actions.
We will review and comment on the financial performance of the business, monitoring how the EOT company is doing and flagging issues or opportunities as they arise.
We will review and comment on forecasts and budgets, ensuring that plans remain realistic and any deviations are understood.
We will advise on best practice, drawing on our experience across sectors to bring a high standard of governance, transparency, and fairness.
We will also carry out ad hoc trustee duties as needed, such as implementing trust protocols, resolving specific governance disputes, and liaising with other advisors.
Both our Corporate Finance Director (Martin Dean) and Accounting Director / Owner (Jonathan Carr) act as Independent Trustees for clients in various sectors.
We work closely with the Employee Ownership Association and regularly attend the EOA conference to keep up to date with good practice in the wider EOT and employee-owned community.
If you are considering or operating an Employee Ownership Trust, don’t let governance, conflict or uncertainty erode value or trust. We bring you clarity, credibility, and peace of mind.
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