Two weeks on, our EOI roadshow has sparked new conversations, new connections and real next steps for NI businesses exploring employee ownership. Thank you to everyone who joined us. Here’s what happened — and what comes next.
What we covered
- How the Employee Ownership Trust (EOT) works for succession in NI SMEs.
- Steps from feasibility to completion — valuation, finance, governance and culture.
- Local lessons from recent NI transitions and adviser insights.
- Support on offer from EOI and partners to help you move forward.
Highlights from the day
- Full house: engaged questions on funding, tax, trustee duties and employee communications.
- Practical focus: we kept it real — timelines, numbers and lessons learned.
- Local relevance: examples from NI firms and sectors, not just GB case studies.
Panel discussion & Q&A
Our panel dug into the essentials: choosing the EOT for the right reasons, setting realistic valuations, and building an ownership culture that lasts. The message was clear — plan early and communicate well.
Voices from the stage
Progress we’re making
- More feasibility work: Firms are starting structured EOT assessments with adviser support.
- Adviser capacity: A wider NI network across legal, tax, banking and trusteeship.
- Rising awareness: Owners are asking, “Could this keep our business and jobs in NI?”
Thinking about your own next step?
If you’re planning succession in the next 3–5 years, now is the time to explore options. An initial conversation can clarify feasibility, timelines and roles.
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