Join us for an expert panel on succession planning and employee ownership, discussing the technical, legal, tax and funding considerations to empower advisors and business owners to find the right route to succession in relation to Employee Ownership.
Is an EOT the right route for you / your clients?
Employee Ownership Trusts (EOTs) have become a popular exit route for founders. However, EOTs require careful legal and financial planning to ensure the transition is effective and sustainable.
When it comes to an exit strategy or succession planning, many business owners seek guidance from their accountant or other professional advisors.
Cwmpas, Darwin Gray and the ACCA have designed this free event to share practical insights on the benefits and requirements of EOTs, empowering advisors and business owners with the foundations to consider the right route for them and their clients.
What do we have in store?
Cwmpas’ Employee Ownership team will share practical insights into how Welsh businesses can benefit from becoming employee owned.
M&A experts from Welsh law firm Darwin Gray will be sharing the key legal and strategic factors that should be considered when it comes to EOTs.
Joining us will be a panellist from HSBC, as well as local accountant who will share the technical and financial implications of an EOT.
We will also hear from a Welsh employee-owned business about their experiences of employee ownership as a succession option.
Lloyd Powell, Head of ACCA Cymru will also be sharing insights for advisors when it comes to supporting clients in their succession planning and EOT transition.
A light breakfast is included, as well as a chance to network with other businesses and professionals.
Date: Wednesday 7ain October 2026
Time: 9am – 11.30am
Location: The Management Centre, Bangor University
FREE
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