Culture, Continuity and Control: Navigating Employee Ownership Trusts (EOTs)
Join Myerson and guests for a panel discussion on the increasingly relevant topic of employee ownership – and discover why the number of employee-owned businesses is growing at a rate of 30% year on year.
With its many advantages, employee ownership – particularly through the use of an Employee Ownership Trust (EOT) – is fast becoming a preferred method of succession planning for business owners. It not only offers tax efficiencies and continuity but also fosters a culture of transparency, engagement and shared success for employees.
Myerson Solicitors is a 100% employee-owned, independent law firm, having made the transition to an EOT in September 2024. With first-hand experience of the process, and having advised a number of other businesses on their own transitions, they’re well placed to share practical, strategic and cultural insight into what becoming employee-owned involves.
The expert panel will explore:
- What employee ownership means in practice and why it’s becoming such an important succession planning tool.
- How an employee-owned business is structured and the role of the Employee Ownership Trust.
- What becoming employee-owned means for employees and how to bring people on the journey.
- The tax benefits for both business owners and employees.
- The importance of cultural alignment, transparency and inclusion throughout the process.
About the Speakers:
Simon is a specialist in corporate transactions, including share sales, reorganisations, and incorporations. He has expertise in Employee Ownership Trusts (EOTs), having advised numerous businesses on the transition to employee ownership.
Jordanna leads Myerson’s people strategy and has extensive experience in talent, reward, employee engagement, and organisational development. She will discuss the people and cultural dimensions of EOT transitions, and how to ensure long-term employee buy-in.
Rebecca is the current Chair for Forever Manchester, following a stint as Treasurer. Rebecca also sits on the advisory board of Girls Out Loud. She is passionate about equality, diversity, and inclusion and leads Crowe’s Women’s Empowerment Programme, supporting the female pipeline and promoting an environment where everyone, regardless of gender or background, can reach their full potential.
Jeremy leads Cole Associates Corporate Finance (www.cole-group.co.uk), one of Manchester’s longest-established corporate finance ‘boutiques’. Cole Associates advise clients on acquisitions, management buy-outs and buy-ins, company sales and raising finance for growth. Jeremy was previously with PWC, including 3 years in their Silicon Valley office in the States.
Kate is an Employee Trustee for a Manchester based digital marketing agency (i-com.net) who has been employee owned since 2019. She is very passionate about employee ownership and will be sharing some of the lessons they’ve learnt during the 6 years they have been employee owned and sharing insights around engagement, culture and increasing ownership among employees.
Interested In The Event?
If you’re interested in attending, you can book online here.
