FCMA Network Breakfast: Employee Ownership Trust (EOT)


22 November, 2022

8:00 am - 9:00 am GMT


FCMA Network Breakfast: Employee Ownership Trust (EOT)

Location: Virtual

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You're invited to a special breakfast with Kevin Uphill, Chairman of Avondale Corporate, an M&A advisory firm, to discuss the benefits of an employee ownership business sale.

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Speaker: Kevin Uphill

Professional development

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Programme outline

Gain an insight into how employee ownership structures work.

Kevin Uphill, chairman of Avondale Corporate, will discuss why an increasing number of shareholders are opting to structure their exits in this way.

The sale of a business to an Employee Ownership Trust (EOT) is a great exit strategy as unlike management buyouts, the sale can be vendor-led and reward your team.

Structured correctly, an EOT can also secure full commercial value at 0% Capital Gains Tax - yet many shareholders and financial professionals are not familiar with the benefits and mechanics of this sale and ownership structure.

The virtual roundtable will focus on:

  1. Which companies and shareholders an EOT structure would suit.

  2. Why EOTs benefit employees, shareholders, and the wider community.

  3. How to maximise exit value for shareholders whilst rewarding and providing continuity for the team.

  4. How EOTs create a legacy, maintain integrity, and enhance culture.

  5. The benefits of an advisor/vendor-led structure and sale with light due diligence.

  6. How shareholders can step back over time if required.

  7. Controlling succession with no third-party tension.

  8. How EOTs can build a better business model, be more productive and create stronger team engagement.

  9. Securing 0% Capital Gains Tax on the sale of shares.

  • Kevin Uphill

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    Some of the most interesting people still don’t know who they are. Kevin is an entrepreneur, investor and advisor.

    He is also a published author and sought-after speaker, in particular on strategy since the publication of his book, ‘Creating Competitive Advantage in Dynamic Markets’. Not yet a best seller - but doing well!

    Kevin’s advisory work through Avondale is predominantly focused on mergers and acquisitions, having helped buy and sell over 300 companies, but he also advises on value creation strategy consulting, and increasingly business design and organisational change. Highly energetic and with exceptional know-how, his special skill is seeing around corners.

    He has won numerous awards including ‘Game Changer’ accolades. His knowledge is not the classic MBA & C suite style, but far more rooted in the real world of people and what works.

    Despite his extensive experience he remains straightforward, approachable and fun - albeit if a little over enthusiastic sometimes!

    His personal interests range from his flock of Shetland sheep, the odd half marathon and value investing. A highly respected enigma even to himself who may just have an idea that helps, and if you don’t ask you don’t get.