MBOs, MBIs & EOTs: The benefits, pitfalls and choosing the right route to succession

Choosing the right succession planning route is an area that all business owners think about regularly, throughout the business lifecycle; it is never too early, but can sometimes be too late to plan for exit efficiently.  In reality, it’s not just business owners and board members who lie awake at night considering the options, it’s also the key team players, those who are critical to the ongoing success and growth of the business, and want a stake in it.


If this rings true to you, it may well be that the possibility of a trade sale has already been addressed, where you have a good sense of the appetite within your market place. You will have many reasons as to why you haven’t chosen this option: Key people will walk, the business you’ve built up will vanish and there may be more financially preferable and tax efficient options out there.


This webinar will be presented by Gravita Tax Partner, Thomas Adcock, and Gravita Accounts Partner, Richard Durell.


Event Details:

Date: Wednesday 3 July 2024 

Time: 09:00am – 10:00am 


Our webinar will explain the different options to exit or an alternative management structure, including the much talked about management buy outs (MBOs), management buy ins (MBIs) and employee ownership trusts (EOTs). We will walk you through the same process we take clients through when considering all options, identifying:


  1. Pros and cons of an MBO, MBI and EOT for both the employer and employees
  2. Which route for your business: One size does not fit all but having been through this process with 100s of clients we will share success stories across a range of different business structures, sizes and sectors
  3. How to remove the risk of implementing an EOT, MBO and MBI – When executed properly, you will get the tax outcome you expect, with HMRC’s blessing
  4. Implementing EMI and growth share schemes, and other structures and incentives to pave the way for a successful exit in the future
  5. Due diligence considerations – A necessary evil; we’ll include the key steps that must be considered in every scenario


Registration is required using the button below. After registering, you will receive a confirmation email containing information about how to join the webinar.

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