Guidance

Employee ownership: company model documentation

Guidance and model documentation for businesses about moving to employee ownership.

• From: Department for Business and Trade and Department for Business, Energy & Industrial Strategy
• Published: 4 July 2013
• Last updated: 17 December 2014 — See all updates

Documents

Model documentation: for a company with employee ownership

Ref: BIS/14/1323

594 KB

Moving to employee ownership: guidance on model documentation

Ref: BIS/13/949

PDF, 122 KB, 12 pages

Details

This model documentation was produced for the Department for Business, Innovation and Skills (BIS) by Pett, Franklin and Co. LLP. It is a significant step towards meeting the 2012 Nuttall Review recommendation to develop ‘off-the-shelf’ toolkits to support employee ownership. Employee ownership is where all employees have a significant and meaningful stake in a business.

The related guidance explains the model documentation and some of the key options for businesses to consider in moving to employee ownership.

These documents are provided for information purposes only and are not intended to constitute legal advice. They should not be relied on or treated as a substitute for specific advice relevant to particular circumstances. Neither BIS nor Pett, Franklin and Co. LLP shall accept responsibility for any errors or omissions, or for any loss which may arise from reliance upon these materials.

Provide feedback on the model documentation by email: BE Employee Ownership

See also ‘Employee ownership: a brief guide for employees’.

For further information see:

• about employee ownership on the Employee Ownership Association website
• why choose an employee buyout on the Co-operatives UK website

Published 4 July 2013
Last updated 17 December 2014 + show all updates

1. 17 December 2014

   Employee ownership: company model documentation. The introduction to this document was amended to reflect tax law changes in the Finance Act 2014.

2. 4 July 2013

   First published.