Feasibility Study Support

To help you decide if employee ownership and an Employee Ownership Trust (EOT) is the right exit strategy for you and your company, the DLD Fund offers up to three days of funded support with an experienced adviser (chosen by us). This support is structured as follows:

Activities: Combination of desktop research and a session with you.

Focus: Review your exit plans, explore how employee ownership could work in your company, and how an EOT might facilitate your exit.

Activities: Production of an employee ownership feasibility study if identified as a viable solution.

Focus: Assess potential ownership structures, governance options, future management requirements, funding for EOT exit, and transition processes.

Outcome: Feasibility study to determine alignment with your goals before proceeding further. Follow-up session to address questions and decide on next steps.

Adviser Use: No obligation to use our chosen adviser or pay anything to the DLD Fund if you choose the EOT model.

Ownership: The feasibility study is yours to share as you wish, providing a roadmap and guidebook for making an informed decision.

Adviser Use: No obligation to use our chosen adviser or pay anything to the DLD Fund if you choose the EOT model.

Ownership: The feasibility study is yours to share as you wish, providing a roadmap and guidebook for making an informed decision.

We encourage company owners seriously considering business succession within the next 18-24 months to apply. Applications are reviewed for suitability, ensuring a range of business sizes, sectors, and geographical locations across Northern Ireland.

Essential Criteria:

• Must be a limited company based in Northern Ireland.
• Must have 3 years of trading accounts showing sustainable profitability.
• Must have a leadership succession plan in place or under development.
• Must have a team of employees committed to the company’s continuity.

If you are interested in applying for support, please complete the application form below.

For more information about the DLD Fund Employee Ownership support, contact:

Andrew Harrison – Co-ownership Solutions LLP
Mobile: +44(0)7740 640768
Email: andrew@coownershipsolutions.co.uk

Aidan O’Neill – DLD Fund
Mobile: +44(0)79068 629569
Email: info@dldfund.com