Selling to an Employee Ownership Trust (EOT): Everything you need to know

Could selling your business to an Employee Ownership Trust (EOT) be the right path for you?

In recent years, an increasing number of business owners have made the decision to sell some, or all, of their company shares to an Employee Ownership Trust (EOT).

This particular succession solution has a number of attractions: EOT deals provide those who have contributed to the success of a business with the opportunity to take over its ownership, they can create a strong platform for continued growth and success, and they offer significant tax incentives for both the exiting owners and employees of the business.

With all of this in mind, have you considered whether selling to an EOT could work for you?

Join PM+M and Brabners at 11:00am on Wednesday 7 July

We would be delighted if you could join us at our upcoming webinar, hosted in collaboration with Brabners, as corporate finance and tax specialists from PM+M and legal experts from Brabners outline everything you need to know about employee ownership (EO) and selling to an EOT.
 
Our session will cover the practical and commercial considerations relating to EOTs with discussions around:

• EOT transactions as a succession solution and how they work
• Untapped succession opportunities for EO in the Lancashire SME market
• The size and growth of the EOT sector
• The tax implications and advantages of selling to an EOT
• What an EOT looks like in practice with a real life example of the transition journey

Our virtual session will close with a Q&A, providing all attendees with the opportunity to ask questions and technical queries to our panel of experts who will be on hand to support and provide guidance on all things related to EOTs.
 
We hope you can join us and would love to see you there. If you would like to attend, please register your place here.

If you have any questions ahead of the webinar, please don't hesitate to get in touch with Laura Bannan via email at [email protected].