A series of webinars for professional advisers and business owners exploring the Employee Ownership Trust as a succession solution.
Since its introduction in 2014, the Employee Ownership Trust has proved to be a feasible exit option for business owners who may not fit with more traditional succession routes. Hosted by Co-operative Development Scotland, these expert webinars will explore different aspects to help advisers broaden their knowledge and equip them to support their clients in making informed decisions. The webinars are also relevant for business owners looking towards succession planning.
Attend an Employee Ownership Explained webinar to hear how a sale to an Employee Ownership Trust could benefit your clients.
16 September 10.30-11.30 The Role of the Accountant in the EOT Transaction (past)
21 October 10-30- 11.30am The Role of the Legal Adviser in the EOT Transaction (past)
18 November 10.30-11.30am Making Employee Ownership Work
Full details of each webinar is provided below:
The Role of the Accountant in the EOT transaction
Date: Wednesday 16 September 2020
This webinar has already taken place. Read the follow up and watch the recording here: EO Explained – The Role of the Accountant in the EOT transaction.
The Role of the Legal Adviser in the EOT Transaction
Date: Wednesday 21 October 2020
This webinar has already taken place. Read the follow up and watch the recording here: EO Explained – The Role of the Legal Advisor in the EOT transaction.
Making Employee Ownership Work
Date: Wednesday 18 November 2020
Employee ownership specialist Carole Leslie of Ownership Associates, will talk through the process of moving to an employee-owned structure, and how to achieve the best outcome for the sellers, the employees and the business. This session will cover:
- Initial conversations and assessing feasibility
- Choosing the right model of employee ownership
- Engaging employees in the process
- The Trustee role
- Achieving an ownership culture
There will be an opportunity to hear from former business owners who have taken this route and ask questions of all participants. Book here.