Employee Ownership Explained Webinars

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 PA square logo2Ownership 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.

Date                                            Topic
16 September 10-30-11.30am    The Role of the Accountant in the EOT transaction
21 October 10-30- 11.30am        The Role of the Legal Adviser in the EOT Transaction
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
Time: 10.30am

Douglas Rae of EQ Chartered Accountants has worked on many Employee Ownership Trust (EOT) Transactions including Exmos, GS Brown, Harvey Maps and Palimpsest.

At this webinar, he will share his knowledge and experience of the end to end process:

  • How do you value a business for what is an internal sale?
  • What are the eligibility requirements for an EOT?
  • What are the tax implications?
  • Funding options
  • How to account for the vendor loan

There will also be an opportunity to ask questions. Book here.

The Role of the Legal Adviser in the EOT Transaction
Date: Wednesday 21 October 2020
Time: 10.30am

Bruce Farquhar of Anderson Strathern has worked on a number of high profile EOT deals including New Hopetoun Gardens, Mediascape and The Priory Hotel. He will explain how the Employee Ownership Trust can be designed to fit with a variety of businesses.

  • How to prepare for the transaction
  • The legal steps in the process
  • Making the essential decisions
  • Protections and Warranties
  • The company’s governance structure under employee ownership
  • Phasing exit as an owner

There will also be an opportunity to ask questions. Book here.

Making Employee Ownership Work
Date: Wednesday 18 November 2020
Time: 10.30am

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.

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