Webinar: Employee Ownership Trusts

At our tax webinar on Thursday 5 September, we explored the topic of employee ownership trusts.

While companies have been indirectly owned by employees for many decades, legislation in 2014 made the employee ownership trust (EOT) exit route an attractive alternative to a third-party exit, share buyback or management buyout (MBO) for many trading businesses. Recent high-profile transactions have brought this method into the mainstream.

What we discussed

  • Who should consider an EOT?
  • Possible structures for an EOT transaction
  • Benefits for sellers (including tax)
  • What’s in it for employees?
  • Valuation issues on sale
  • Funding possibilities for an EOT transaction
  • Pitfalls and how to avoid them

Hosts

  • Anthony Newgrosh, our Head of Business Tax
  • Daniel Shear, our Head of Corporate Finance and expert in company valuations for sales to EOTs
  • David Reuben, Share Plan Director at law firm Postlethwaite, who specialise in employee ownership and all forms of employee share ownership

Webinar slides are also available.

Our YouTube channel has recordings of our previous webinars.

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NICOLA HALL

BILSHAN MENSAH

Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.

ELANA DIMMER

Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.

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