Adviser Lunch & Learn Sessions
Bring employee ownership into the room.
Practical Lunch & Learn sessions for accountancy, legal and advisory teams exploring succession planning, Employee Ownership Trusts and what is happening across Northern Ireland right now.
“The sessions create practical conversations around succession, ownership and long-term business sustainability.”
Employee Ownership Ireland
20+
employee-owned businesses across Northern Ireland
100s
of advisers and business leaders engaged
60–90
minute practical sessions
NI
focused case studies and examples
Who these sessions are for
Designed for organisations supporting owner-managed businesses and leadership teams considering long-term succession planning.
Accountants
Support clients exploring succession, ownership transition and long-term planning conversations.
Solicitors
Understand how employee ownership structures fit within wider legal and governance frameworks.
Wealth managers
Explore where EOTs fit within broader succession and client planning discussions.
Leadership teams
Learn how employee ownership works in practice and hear real Northern Ireland examples.
What we cover
- Introduction to employee ownership and EOTs
- Succession planning and ownership transition
- Tax and transaction overview
- Governance and employee engagement
- Funding and feasibility studies
- Northern Ireland case studies
- Questions and discussion
Typical session format
- 60–90 minute sessions
- Hosted at your office or venue
- Suitable for advisers and leadership teams
- In person, hybrid or online
- Ideal for 10–40 attendees
- Interactive discussion encouraged
- Promotional wording available
Interested in hosting a Lunch & Learn?
Complete the form below and a member of the Employee Ownership Ireland team will be in touch to organise a session.