• 28 Jun 2022
  • Online

IoD West Yorkshire - An Introduction to Employee Ownership Trusts

Join us for the online event to learn more about Employee Ownership Trusts

In this webinar we will explore Employee Ownership Trusts (EOTs), covering the process and how it could be an exit option to consider as part of succession planning.

This webinar is hosted by IoD West Yorkshire, but open and free to ALL! 

June 2022 marks the tenth annual Employee Ownership Day and there is no denying the popularity of employee-owned businesses is rising year on year. In 2021 there were 730 employee-owned businesses reported in the UK, and whilst these companies have taken advantage of the benefits implementing an EOT can bring, not all shareholders are aware of the multiple benefits to both the vendor and the employees. 

Poonam Kaur, Chair of the IoD West Yorkshire Region and Managing Director of fds Director Services, will share how an EOT allows business owners to sell the business to the staff, without them having to invest any money into the business, and how to take the sale proceeds tax-free. Plus the process of the transition and how to prepare your team for the new exciting journey ahead. 

Topics covered in this webinar will include:

  1. An introduction to Employee Ownership Trusts
  2. Benefits of an EOT - for the vendor and the staff
  3. 2022 Employee Ownership Theme
  4. The EOT process
  5. How to prepare an effective communication plan
  6. Facts and figures
  7. Q&A


Poonam Kaur

Poonam is managing director of fds, an award-winning corporate finance boutique, and chair of the IoD West Yorkshire branch. Poonam, a qualified accountant, leads all projects and client support services at fds which provides support services to owner-managed businesses, supporting them on their business journey from the early stages through to a successful exit.

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