Join WLB Member, Moore Kingston Smith, to hear from their experienced panel on how they guide their clients through the EOT process. They will speak about tax and legal considerations, succession and change management and governance. The session will be chaired by Esther Carder who has considerable experience helping her clients exit through the EOT process.
Employee Ownership Trusts (EOT) have become an attractive exit and succession strategy for a number of business owners. They provide an alternative solution to a third-party sale and allow a majority stake to be transferred to the employees. Given the rapidly changing economic landscape, a tax-free sale to an EOT and empowerment of the people working in the business is looking attractive to many entrepreneurial business owners. However, the process involves considerable organisational change and the transition must be managed for it to be successful.
Tuesday 29 November
10:00 – 11:00am
Esther Carder, Partner, Moore Kingston Smith
Jeremy Gadd, Founder and MD, J Gadd Associates
Tim Stovold, Head of Tax, Moore Kingston Smith
Andrew Bloom, Head of Legal, Moore Kingston Smith