Employee Ownership Trusts - an introduction
The changes to Business Asset Disposal Relief has accelerated already growing interest in Employee Ownership Trusts (EOTs).
In this session we will be looking at how EOTs work, both in theory and practice, while also considering what needs to be in place to increase the probability of a successful conclusion to the transaction.
Richard Ross will open the session with a discussion identifying the steps to prepare for the transfer of business ownership. This will be followed by Mark Garner who will share his experience of both acquiring and selling businesses.
After the break, We will hear from John Kahn and Katie Harman who will give a comprehensive overview of Employee Ownership Trusts and consider their pros and cons.
This will be followed by Matthew Lambert who will share his experience of taking a business through the EOT process.
The session will conclude with an opportunity for questions and general discussion.
Agenda:
Introductions
Getting Succession Ready
Richard Ross
Realising Business Value - a dispatch from the front line
Mark Garner
Comfort Break
Employee Ownership Trusts - why they deserve a closer look
John Kahn - Principal Associate Mills and Reeve
Katie Harman - Associate Mills & Reeve
Risk & Policy Analysts - a case study
Matthew Lambert - Managing Director RPA
Group discussions
Questions and Close
About our Guest Speakers:
Mark Garner started his professional career in corporate finance, advising clients of a regional accountancy firm on mergers and acquisitions. He has since acquired, developed and exited several businesses, is an experienced chairman and non-executive director and has a wealth of experience in building and realising business value.
John Kahn is a corporate tax lawyer with a particular focus on employee ownership trusts, employee buyouts and employee share schemes and options. John also specialises in the tax aspects of M&A transactions, (including with respect to warranty and indemnity insurance) and employment tax matters.
Katie Harman is a corporate tax solicitor who advises on a wide range of tax matters, such as corporate M&A deals, employee ownership trusts, and real estate tax issues
Matthew Lambert is the Managing Director of Risk & Policy Analysts (RPA). He joined RPA in 2017 and led the firm's transition to Employee Ownership in 2019. He has over 20 years of consultancy and industry experience, holding senior positions across a wide range of sectors.
Date: 26 February 2025
Time(s): 4.15pm til 7.00pm
Where: The Enterprise Centre, University of East Anglia, Norwich Research Park, Norwich, NR4 7TJ
Coffee, tea and exceptionally fine cake will be served
The new format means this series of Masterclasses will have fewer places available. To encourage commitment we are now charging £20 per session. However, we will continue to cover the costs of these sessions and all ticket revenue will be donated to the Norfolk Community Foundation. Refunds will not be given for cancellations or non-attendance but you will feel the warm glow of knowing your money has been spent on helping someone!