Unlocking the Potential of Employee Ownership Trusts: A Succession Planning Solution Webinar
Tuesday 9th September | 11:00 – 12:00 | Hosted on Microsoft Teams
Free registration
Registration link – https://events.teams.microsoft.com/event/72842b5b-ffa1-484a-87b4-dd1e57fcbf80@bff15fc3-85fe-4f0f-b8c0-39c7643417c5
Join fds for an engaging and informative webinar designed specifically for owner-managed business owners and shareholders who are considering their succession planning options. This session will delve into the concept of Employee Ownership Trusts (EOTs) and explore how they can serve as a viable and beneficial exit route.
Leading the webinar will be Jo Haigh, Chairman and founder of fds, who sold fds via an employee ownership trust and has first-hand experience in the transition. Jo will also share an overview of employee ownership and how it can be tailored to meet your specific business needs.
Webinar Highlights:
- Introduction to Employee Ownership Trusts: Understand the fundamentals of Employee Ownership Trusts, including their structure, benefits, and how they differ from other succession planning options.
- First-Hand Insights: Gain valuable insights from Jo Haigh, Chairman at fds, who successfully exited her business via an EOT. Jo will share her personal experience and the positive impact it had on her company and employees.
- Process and Implementation: Learn about the step-by-step process of setting up an EOT, from initial considerations to final implementation. We’ll cover key aspects such as valuation, legal structure, tax implications, and corporate governance.
- Benefits for Business Owners and Employees: Discover the advantages of transitioning to an EOT, including tax relief, employee engagement, and long-term business sustainability.
- Interactive Q&A Session: Have your questions answered by Jo Haigh.
Don’t miss this opportunity to explore the potential of Employee Ownership Trusts and how they can help secure the future of your business.
This webinar is brought to you by fds, an award-winning, employee-owned corporate finance boutique providing services to owner-managed businesses and supporting them on their business journey from the early stages through to a successful exit.
fds offers a range of services, including succession planning, such as disposals and management buyouts, employee ownership trusts, vendor-initiated management buyouts, mergers & acquisitions, valuations, board support through non-executive director/trustee appointment and consultancy, dream/strategy days, and raising finance. fds can provide ad-hoc consultancy support in addition to shareholder disputes and negotiations.