How it works
From first question to adviser-ready summary
Our EOT assistant guides you through a structured conversation — at whatever pace works for you. At the end, a summary goes straight to our team.
1
Ask anything
General questions about EOTs, tax implications, deal structures — start wherever you are.
2
Share your situation
The assistant gathers the key facts about your business, ownership, and objectives.
3
Get a summary
A structured intake summary is prepared and sent directly to RTJ's advisers for review.
What we cover
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EOT structure, eligibility and tax relief framework
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Ownership, share structures and participation rules
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Funding mechanics — vendor finance, staged payments
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Management succession and governance considerations
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EOT vs MBO — comparing your options
The assistant does not give legal or tax advice. All summaries are reviewed by a qualified RTJ adviser before any recommendations are made.