Introduction to Employee Ownership Trusts
Date: Wednesday 18 September 2019
Presenter: Richard Cowley, Corporate Finance Director
Richard Cowley discusses the use of the Employee Ownership Trust (EOT) as a succession planning tool and explores whether an EOT could be the right option for you and your business. In this introductory webinar, they will cover the EOT structure, its general provisions and touch on financing the EOT.
If you are a business owner considering succession and transition planning (including a sale to an EOT), a lender, investor or advisor and are interested in learning more about the EOT as a succession alternative, please join us.
Growth Shares - forget the maths, its about relationships, power and bargaining positions
Date: Wednesday 25 September 2019
Presenter: Robin Hartley, Senior Consultant
Design decisions on growth share plans often seem to raise difficult, perhaps insoluble, technical issues about valuation, company law and employment law. Learn how to recognise that these issues are often not technical, but about the fundamentals of the employee / relationship, about trust, motivation and intentions.
Once these issues are correctly identified as relationship issues, it opens up a broader range of solutions, to ensure that your growth share plan strikes the right balance of motivating employees and protecting shareholder interests.
Share Incentive Plans
An introduction to Employee Ownership Trusts
An introduction to business valuation