Join J Gadd Associates and Stephens Scown for an Employee Ownership Accelerator.

Our immersive session covers all the key details you will need to consider when starting your plan to transition to an employee ownership model. Whether this is with an Employee Ownership Trust (EOT), direct ownership or hybrid options, we will support you in understanding the key things to consider and how to plan key activities.

During the day we will cover:

• Why choose employee ownership?
• Exploration of the ownership models and things to take into account
• Legal requirements and implications
• Financial and tax considerations and implications
• Key stages to prepare and transition your organisation to Employee Ownership
• Governance – requirements, structures and options
• The benefits and challenges of Employee Ownership

Following the session, delegates will have the key priorities to compile an initial action plan, and explore any further support available through specialist advisors, in preparation for returning to their business.

This course is facilitated by the following individuals with expertise in Employee Ownership:

• Jeremy Gadd, Founder and MD of J Gadd Associates – Jeremy is an experienced leader, coach, mentor and independent trustee who thrives on supporting clients to leverage the benefits of being employee-owned. He founded JGA in 2014.
• Lisa Fryer, Associate at J Gadd Associates – Lisa is a dedicated governance professional and Independent Trustee who takes time to understand the key priorities for every business. She knows the value of structure, process and effective engagement, where leaders work with employee owners.
• Gavin Poole, Corporate Partner at Stephens Scown – Gavin undertakes a broad range of corporate work for individuals, families and corporates.  Clients with succession plans have received advice from Gavin on employee ownership models and how they fit into the wider range of options.  Gavin has advised businesses on improvements to existing employee ownership models as well as helping them move to the model itself.  Gavin is an independent trustee for a recently transitioned media and events business.
• Catherine Carlton, Corporate Partner at Stephens Scown – Cat advises business owners and SMEs on employee ownership particularly tax advantaged employee ownership trusts and share schemes. Cat helps business owners decide if employee ownership is the right route for the business, the business owner and the employees. Cat has clients at every stage of the employee ownership process – those exploring EO as an option to those completing their transition to employee ownership next month to those committed to become employee owned in 9 years’ time. Cat is also an independent trustee.

Price: £375 per person. £500 for two people from the same business.