Employee Ownership Options for SMEs

Employee Ownership Options are becoming more and more popular for SMEs for two main reasons. Firstly, as a potential tax efficient exit strategy for the owners of the business and secondly as a way to incentivise key employees within the business.

Key Focus Areas:

A mixture of covid-19, Brexit and the cost-of-living crisis is compelling businesses owners to consider their exit options. While the constant competitive nature of the recruitment market and talent shortage is also forcing business owners to think of new ways to incentivise their staff, over the expected perks, in order to keep and motivate key members of the team.

In this webinar, Makayla Combes, Head of Tax & Business Advisory at Ad Valorem Group, will provide an overview of three of the most popular ways to combine succession planning and incentivising employees:

• Share Schemes

• Growth Shares

• Employee Ownership Trusts

The overview of each option will answer:

• What the scheme means for the business and the owner

• What are the tax implications are

• How to narrow down the best option for you

Reserve your spot now, and learn how you can combine your exit strategy with incentivising your key employees.