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Date: 19 May 2023

Employee Ownership Trusts masterclass for professional advisers

Webinar series

Accentuate by K3 Hub

Friday 26th May, 9.00am – 10.00am

Our third Accentuate by K3 Hub webinar of the year takes place on Friday 26th May.

In this session, aimed at accountants, lawyers and other professional advisers, we will take an in depth look at the use of Employee Ownership Trusts (EOTs).

EOT masterclass – 9.00am to 10.00am

Business owners are showing a growing interest in EOTs as an alternative avenue for selling their company. An EOT can provide a way to preserve the long-term ethos, values and culture of a business. But what exactly is an Employee Ownership Trust, how does a transaction work, does it suit any business, and what are the pitfalls owners should know about?

During this one-hour webinar, Adrian Howells and Holly Bedford will cover:

  • The use of EOTs as a practical and viable exit solution
  • The realities of implementing an EOT
  • Tax hurdles
  • Debt and who gets paid first
  • What happens should an onward sale of a business take place.

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