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Employee Ownership Explained

Since its introduction in 2014, the Employee Ownership Trust (EOT) has proved to be a feasible exit option for business owners who may not want to go down the more traditional succession routes.

To help understand the process and benefits of using EOTs as a succession solution, Co-operative Development Scotland are hosting a series of webinars exploring the EOT process. These webinars are relevant for business owners looking towards succession planning or those that want to give back to their employees whilst retaining a place in the business.

The Employee Ownership Explained webinars series begins with our very own EQ Partner, Douglas Rae who has helped many of our clients throughout their journey to employee ownership. You can read more on the series and book your place at any or all of the free webinar sessions below.

The Role of the Accountant in the EOT transaction, Wednesday 16 September 2020, 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. Book your place here.

The Role of the Legal Adviser in the EOT Transaction, Wednesday 21 October 2020, 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. Book your place here.

Making Employee Ownership Work, Wednesday 18 November 2020, 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. Book your place here.

We hope you will join us throughout the Employee Ownership Explained series. If you would like further details on EOTs or other succession solutions, contact our Employer Solutions Taxperts via [email protected] or call 01382 312100 / 01592 630055.

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