Event Schedule – Succession Ready

Event Schedule

EOT fundamentals and strategy

Is an Employee Ownership Trust the Right Succession Route for Your Business?
Why EOTs Are Rising: Certainty of Execution, Tax Relief and Legacy Preservation
Comparing the Routes: EOT vs Trade Sale vs MBO vs Family Succession
Beyond Tax: Commercial Realities Owners Must Weigh Before Choosing an EOT

Designing and funding the EOT deal

Structuring the Deal: How an EOT Acquisition Is Priced and Funded in Practice
Vendor Finance, Bank Debt and Cashflow: Funding an EOT Without Breaking the Business
Managing Deferred Consideration and Covenants Under an EOT Structure
Valuation in an EOT Context: Fair Price, HMRC Scrutiny and Affordability

Tax, legal and governance mechanisms of an EOT

Tax‑Efficient EOT Exits: Capital Gains Relief and Employee Bonus Exemptions Explained
Getting the Legal Architecture Right: Trust Deeds, Articles and Shareholder Agreements
Trustees in the Real World: Roles, Responsibilities and Risk Management
Governance After Transition: Balancing Board Control, Trustee Oversight and Employee Voice

People, culture and leadership

Culture Shift to Ownership: Engaging Employees Before, During and After the EOT Deal
Incentivising Key Managers When the Trust Must Own 50%+: What Actually Works?
Communicating the EOT Journey: Handling Expectations, Myths and Resistance
From Founder‑Led to Steward‑Owned: Leadership Transitions in EOT Businesses

Implementation roadmaps and lived experience

The 12‑Month Roadmap: A Step‑by‑Step Plan to Transition to an EOT
Life After Transition: What It’s Really Like Running and Working in an EOT‑Owned Business
Case Study Panel: Owners Who Chose EOT Over a Trade Sale – What They’d Do Differently Next Time
Monitoring and Evolving Your EOT: KPIs, Reviews and When to Refine the Structure

Clinics, labs and roundtables

EOT Readiness Clinic: Is Your Business a Good Candidate?
Trustee Hot‑Seat: Ask an Independent Trustee Anything About Life Inside an EOT

Secure Your Place and Explore Your Path Forward

20 May 2026 @The Manor House Lindley, Huddersfield, West Yorkshire

Expert-Led, Small Format
• Attendance by invitation and/or targeted registration
• Educational, combining expert-input with peer discussion, interactive
• Half-day session to maximize engagement, minimize disruption

All Event Pass

£175 /person

Register now and join business leaders, entrepreneurs, and experts