Unlocking the Future of Your Business: Discover the Power of an Employee Ownership Trust (EOT)
Are you a business owner contemplating your next move? Whether you’re planning for retirement, seeking to preserve your company’s legacy, or simply exploring your exit options, navigating the path forward can feel overwhelming. That’s why we’ve created this insightful and practical webinar — to help you understand one of the most powerful, yet often overlooked, succession strategies available today: the Employee Ownership Trust (EOT).
In this 35-minute session, you’ll hear directly from Jo Haigh, Founder and Chairman of fds, who is a seasoned expert who has not only advised on over 400 business transactions but has also walked the EOT path themselves. With over three decades of experience supporting owner-managed businesses across every sector — from construction and manufacturing to professional services and retail — we bring a unique, hands-on perspective to the table.
What This EOT Webinar Will Explore
This webinar is designed for business owners who are:
- Exploring exit strategies, but unsure which route is right for them.
- Concerned about preserving company culture and values post-sale.
- Interested in rewarding loyal employees without exposing them to financial risk.
- Looking for a tax-efficient and faster alternative to traditional trade sales or private equity deals.
You’ll learn what an EOT is, how it works, and why it’s rapidly gaining popularity, especially in light of recent changes to Capital Gains Tax. We’ll walk you through the step-by-step process, from valuation and legal setup to communication strategies and trustee responsibilities. Plus, we’ll share real-world success stories and practical tips to help you assess whether an EOT is the right fit for your business.
With fewer than 2,500 EOTs currently in the UK — out of over 5.6 million companies — this is a rare opportunity to gain a competitive edge, secure your legacy, and empower your team.
This webinar is for you if you’re ready to explore a transformative exit strategy that aligns with your values and future vision.
How fds Can Help You
Watch now and take the first step toward a smarter, more sustainable business exit. If you would like to learn more about transitioning to employee-owned and would like a confidential, no-obligation discussion, please contact us.
