Are you considering employee ownership as a succession plan for your business? Join us on our deep dive into the process of selling to an Employee Ownership Trust (EOT).

Aimed at business owners considering employee ownership as a succession option, this interactive online workshop will cover topics that are fundamental to every employee ownership transition.

The workshop will include a presentation and a breakout session.

The presentation will cover:

• How a transaction or sale of shares to an EOT works
• Valuation, purchase price and repayments
• Seller protections and the role of the exiting owners
• Governance structure of the business post transition
• The role of the board and the trust and their relationship with each other
• Employee engagement and employee incentives (bonuses and share schemes)

The breakout sessions will be on:

• The transition process and legal implementation – led by Louise Fisher, Baxendale Employee Ownership
• The importance of employee engagement – led by Hannah Welch, Baxendale Employee Ownership

Timings:

10:00 Introductions – Glen Dott, Scottish Enterprise

10:10 Presentation – Louise Fisher and Hannah Welch, Baxendale Employee Ownership

11:10 Facilitated breakout sessions (attendees participate in each session)

12:00 Q&A and learning outcomes

12:30 Close

Attend this interactive workshop to learn more about the EOT process when considering a transition to employee ownership.