As an Exit Option, Why More & More Business Owners Should Seriously Consider Employee Ownership – Webinar

Employee OwnershipBy Bianka Kiss June 27, 2023

In our live panel discussion on Employee Ownership Trusts (EOT) featuring Kevin Uphill (Chairman of Avondale), Mike Dinnell (Director of Business Development at Thincats), and Fran Lord (Head of Communications and Policy at Employee Ownership Association), we explored the competitive advantages of Employee Ownership Trusts (EOT), typical structures, valuations, pros and cons and funding options.…

Is an Employee Ownership Trust (EOT) better for me? – Article

Employee OwnershipBy Natasha Rees Williams June 21, 2023

4.5 minutes read Employee Ownership Trusts (EOTs) have become quite popular among business owners to sell their businesses. In the UK alone, there are now over 1,300 EOTs, and they received more than 400 applications last year. While the 0% tax break on Capital Gains is a significant advantage, there are other reasons why Employee…

0% CGT on EOT Sales – A great window of opportunity – Part 2 – Article

Employee OwnershipBy Natasha Rees Williams May 3, 2023

4 minutes read EOT – Employee Ownership Trust Employee Ownership Trusts (“EOTs”) are becoming an increasingly popular way for business owners to transfer ownership of their companies to their employees. The UK Government introduced several tax incentives for EOTs in 2014, including a 0% Capital Gains Tax (“CGT”) rate on the sale of shares to an…

Capital Gains Tax (CGT) – The Looming Clock Ticks – Part 1 – Article

Business Sale, Employee OwnershipBy Natasha Rees Williams April 5, 2023

3 minutes read Mergers and acquisitions (“M&A”) are increasingly common however, the increasing frequency of M&A deals has raised concerns regarding the tax implications. There is a growing debate about whether Capital Gains Tax (“CGT”) rates should be increased for M&A transactions. Proponents of the increase argue that higher CGT rates will generate more revenue for…

Employee Ownership Trusts – Keeping it Simple in 2023 – Article

Employee OwnershipBy Natasha Rees Williams February 23, 2023

4 minutes read Why do some advisors insist on using all the legal terms when discussing Employee Ownership Trusts structures (“EOTs”)? Are they wanting to make these transactions seem complex and expensive? Why do they only seek owners who are ‘altruistic’ or team-driven? This approach simply puts people off Employee Ownership Trusts and yet, with nearly…

Employee Ownership Trust Management: 3 key considerations for success – Article

Employee OwnershipBy Natasha Rees Williams October 13, 2022

10 minutes read Selling a business through an Employee Ownership Trust (EOT) is an excellent exit strategy for those shareholders who want to preserve the legacy of their company whilst realising wealth at 0% Capital Gains Tax. It can also be a soft exit for sellers who want to gradually relinquish control – but many, however, do not explore an EOT…

Is an Employee Ownership Trust sale right for you?

Employee OwnershipBy Natasha Rees Williams June 16, 2022

7.5 minute read Trade, Family Office, Private Equity, or Management Buy-Outs (MBOs) are all recognised exit options for business owners – each with its own pros and cons. However, we are increasingly seeing a changing trend with shareholders now opting for Employee Ownership Trust structures (EOTs) for sale and succession because they offer significant benefits over…

Exit Strategies by Design – Guide

Business Sale, Employee Ownership, Private Equity, Sale PreparationBy Bianka Kiss May 25, 2022

An exit strategy is a plan to create succession or liquidate the value of shares. A successful exit will focus on profitable value and ideally realise the goodwill inherent in a business; that being the customer loyalty that results in both current and future profitable revenue. Some corporates will also divest non-core assets to realise…

Employee Ownership Trusts – In Search of Best Practice – Article

Employee OwnershipBy Bianka Kiss April 25, 2022

This article is contributed by our lead professional trustee firm, Independent Directors and Trustees (IDT). Any opinion expressed or advice is IDTs. The content is considered useful Continuous Professional Development material for owners considering an Employee Ownership Trust. If you have any questions or enquiries, please email us at av@avondale.co.uk or contact IDT directly quoting…

Employee Ownership Trusts – Guide

Employee OwnershipBy Bianka Kiss March 12, 2022

Different people start companies for different reasons, which invariably influences their exit strategy. Trade sales catch the headlines, but family succession, private equity sales and management buy-outs are all commonly used exit strategies. There is however, a developing approach which is creating significant interest. In the last six months (Summer19) Arbuckles Restaurants, Aardman Productions (the…

Category Archives: Employee Ownership