NextGen Planners

Chris Budd on Employee Ownership, the new model for Succession Planning


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In this podcast, Rohan & Chris discuss Chris' recent sale of his majority shareholding in Ovation to an Employee Ownership Trust (EOT) and the implications of this including affect on himself, his staff and his clients.  We delve into the mechanics of such a setup and discuss the advantages and disadvantages attached to it.

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NextGen PlannersBy NextGen Planners

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