Unlocking the power of employee ownership – An EOT case study

For business owners considering an exit strategy that protects their legacy, culture, and employees, Employee Ownership Trusts (EOTs) are an increasingly popular alternative. In this exclusive webinar, we take you behind the scenes of a real-life EOT transaction.

Join Tom Cullingford (Optagon Group), Mark Bentley (Initium Corporate Finance), and Jonathan Dunn (CEO, Initium Corporate Finance) as they discuss:

• What an EOT is and how it works
• Why more business owners are choosing this route
• The benefits and challenges of an EOT structure
• Tom’s first-hand experience of transitioning Optagon into employee ownership
• The financial and cultural impact of the move

With EOTs becoming an increasingly popular choice, this is a must-watch for business owners exploring their succession planning options. Fill in the form below to gain instant access.

Please note this webinar was recorded prior to changes to made to Capital Gains Tax on EOTs in the November 2025 Budget