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Headline Sponsor

Founded in 2014, J Gadd Associates has become an experienced and well respected consultancy supporting the employee ownership sector. They work as independent advisors to organisations exploring and planning their transition to employee ownership or looking to maximise the opportunities available. J Gadd Associates deliver effective bespoke solutions that enable organisations to harness their employees full potential, creating a shared sense of ownership and responsibility for their success.

J Gadd Associates have supported a number of transitions to employee ownership, understanding the different models and the impacts on founders, leaders and organisations as a result of these periods of change. Their expertise also supports organisations in bringing employee ownership to life, enabling reviews and analysis of the health and understanding of ownership, as well as establishing effective governance. J Gadd Associates have provided transition support to a number of companies including Riverford, Aardman, The Rooflight Company, and more recently Seetec, NCSquared and Tapestry Compliance.

Jeremy Gadd

Founder and Managing Director

email: [email protected]

phone: 07712 121779

socials: @JGaddAssociates

website: www.jgadd.co.uk


Headline Sponsor

Postlethwaite are a team of specialist share scheme and employee ownership lawyers. Their experience of a wide range of commercial transactions and situations means that they stand by your side and ensure that what you do is fit for purpose, commercially sound and wherever feasible tax efficient.

Pam Farrance

Practice Manager

email: [email protected]

phone: 020 3818 9420

website: www.postlethwaiteco.com


Gold Partner

Baxendale Employee Ownership are specialist advisers on employee ownership in all its forms, including Employee Ownership Trusts (EOT), direct share ownership and employee share schemes. We have been advising on employee ownership for twenty years and have helped more than 100 companies transition into employee ownership. We are also employee owned ourselves, owned by a trust since 1983.

We work closely with transitioning businesses to understand their priorities and find the best approach for them, from all the options available. The experience of our legal team speaks for itself, however we know that successful employee ownership goes beyond the legal documents, and also offer comprehensive support with communication and training, to ensure everyone understands the changes that are taking place. We provide advice and support to employee owned businesses post transition and, as employee owners, we are active members of the employee ownership community.

Emily Alston

Employee Ownership Consultant

email: [email protected]

phone: 020 3598 9982

website: www.baxendale.co.uk


Gold Partner

Brabners is dedicated to making the difference for our clients. We provide a full service legal offering to large and mid-sized businesses, SMEs, public sector bodies, charities, business owners, entrepreneurs and high-net worth individuals. Experts at what we do, we support people and businesses at every stage of their journey

Download our Employee Ownership as an Exit Route PDF here

Stephen Hadlow

Partner

email: [email protected]

phone: 0161 836 8938

website: www.brabners.com


Gold Partner

‘The clear market leader in the creation of employee ownership trusts.’ Legal 500 2021.

Fieldfisher is a law firm with extensive experience in supporting organisations, and their owners and stakeholders, as they seek real and exciting alternatives to traditional business structures.

Our work has focused particularly on creating sustainable employee ownership solutions for our clients, and our employee ownership specialists have been at the forefront of the drive to make employee ownership mainstream in the UK and overseas.

With over 25 years experience of supporting businesses transitioning to employee ownership and other forms of co-ownership, our experienced team of experts is well positioned to help you navigate the various complexities of this exciting business model. We have been described as “uniquely qualified to provide advice and professional services…[and bringing] a detailed knowledge as well as a strategic overview which makes them ideally placed to provide this advice at all stages of [the].. transition to employee ownership” Legal 500 2021.

We are aware that each client is different, and one size does not fit all, so we take great care to listen to you at the outset and design a solution that meets your objectives. And it does not stop there. We enjoy catching up with you at the annual conference and at other events, and hear how things are going. Employee ownership structures evolve, and we can help you later on as you transition from a new to a mature employee owned business, and help you make the changes that will further improve your employee ownership experience.

Neil Palmer

email: [email protected]

phone: 0207 861 4268

website: www.fieldfisher.com


Silver Partner

Dains Accountants are the Midlands based firm of Accountants and Business Advisors, specialising in supporting SME businesses. Dains has a 200 strong team of experts I everything from succession planning, tax planning, audit, accountancy, payroll, and corporate finance, through to VAT, Customs and Duty advice and forensic accounting.

Dains provide support to businesses considering Employee Ownership through a 5 step process, which includes deal structuring, funding, tax advice, valuation and financial modelling.

Established for over 90 years, Dains acts for some of the most progressive businesses in the UK, including several Employee Owned companies.

Richard McNeilly

Managing Partner

email: [email protected]

phone: 01332 826812

website: www.dains.com


Silver Partner

Chris Budd sold his own company to an Employee Ownership Trust in 2018. With input from a variety of expert contributors, he then created an affordable and accessible online programme to provide a vital resource for owners and employee owned firms.

Designed for busy business owners and leadership teams, the programme offers comprehensive insight into the technical and cultural changes required for effective employee ownership.

The Eternal Business Consultancy (named after the book Chris wrote about his transition experience) offers expert hands-on support and guidance to both owners looking at EOT, and companies who find themselves owned by an EOT.

Specialist support is delivered by Chris alongside established EO experts such as Campbell McDonald. Support includes: coaching owners and senior teams through the transition process; EOT turnaround support for firms struggling to make EO work for them; training for trustees and new leaders; placement of independent trustees or non-execs; legal or accounting services through trusted partners.

Chris Budd

Owner & Founder of the Eternal Business Consultancy

email: [email protected]

phone: 07710 719742

website: www.theeternalbusiness.com


Silver Partner

Providing independent trustees to EO companies and NEDs to boards of SMEs, IDT is a collective of experienced board members who collaboratively share their experience and knowledge for their own development and the benefit of their client appointments.

Sue  Lawrence

Director

email: [email protected]

phone: 0203 926 6000

website: www.independentdirectorsandtrustees.co.uk


Silver Partner

Price Bailey, founded in 1938, specialise in owner managed businesses and have specialists covering all areas of accounting, tax, audit and advisory.

Over our 80 years we have become the 26th largest accountancy firm in the UK but continue to focus on relationship centric client engagements.

We were an early adopter of EOTs, realising the benefits to both the employees and company, we even adopted the principal ourselves.

Our EOT advisory team led by Simon Blake have a vast amount of experience, often consulted at the very early stages, they support manage the transfer of ownership through to completion.

If our team can support your transition or provide advice on any other area of accounting, we offer a free consultation meeting where snippets of our experience can help you consider your future strategy.

Simon Blake

Partner, Head of Strategic Corporate Finance

email: [email protected]

phone: 07702665342

website: www.pricebailey.co.uk


Silver Partner

RSM is a leading provider of audit, tax and consulting services, with a dedicated specialist Employee Solutions team, led by Fiona Bell and Martin Cooper.

Our team has developed, implemented and managed hundreds of successful HMRC-approved and tax-efficient schemes for our clients. Our wealth of experience enables us to understand your business size, aspirations and objectives and deliver exactly the right type of scheme for your business. We are here to ensure you maximise the benefits of employee ownership.

For more information about employee ownership plans please visit our website or contact Fiona Bell [email protected] or Martin Cooper [email protected]

Download our Employer Solutions – Incentivisation guide PDF here

Fiona Bell

Partner, Employer Solutions

email: [email protected]

phone: 07710 243829

website: www.rsmuk.com


Silver Partner

Wrigleys is a niche firm of specialist solicitors that concentrate on trusts, charities and the social economy, employment, pensions, education, vulnerable people and agriculture and rural property.

We are one of the leading specialist practices in these areas outside of London, we have offices in Leeds, Sheffield and Newcastle but service clients across the country, and are recognised experts across our specialisms.

The employee ownership team at Wrigleys includes members from several teams who come together to give practical, common sense, and technically excellent advice to our EO clients with whom we form valued long-term relationships and support not only through the transition to employee ownership but also on the journey afterwards.

We attribute the success of the firm to defining and maintaining who we are as a reliable, enduring niche firm, delivering service with understated quality.

Malcolm Lynch

Partner

email: [email protected]

phone: 0113 204 5724

website: www.wrigleys.co.uk


Bronze Partner

Bubble Chamber helps ambitious leaders channel the good in their enterprise into good that profits everyone.

Co-Founders Ben Freedman and Craig Carey, authors of the book 4th Sector Entrepreneurship, use a business coaching approach specially designed for purpose driven organisations in supporting ambitious 4th Sector Leaders to solve problems, unlock value and grow social impact.

Everything is structured around our Clarity Playbook which aligns a leader’s personal purpose with their big idea and gives them the clarity to break down challenges, innovate and harness the talent in their organisation for sustainable growth.

It all starts with a 1/2 day Clarity session to get an understanding off your personal and organisational goals and key challenges and follows through with work on every leader’s three pillars of Clarity, Leadership, Strategy and Execution.

Book your complimentary Clarity session today worth £600! 

Ben Freedman

Managing Director

email: [email protected]

phone: 07989407220

website: www.bubblechamber.net


Bronze Partner

Capital for Colleagues plc (C4C) has specialised in advising, investing in and supporting the growth of existing or aspiring employee owned businesses (EOBs) since 2014.

We have over fifty years of experience across our team in the EO sector, and we use this to invest our own patient capital for the medium to long term in EO businesses so they can flourish. C4C currently has 16 companies in its portfolio and with a strong pipeline, we would expect to see this grow over time

Peter Matthews

Partner, Advisory

email: [email protected]

phone: 07495 022 534

website: www.capitalforcolleagues.com


Bronze Partner

Legal Clarity has almost a decade of experience delivering employee ownership transitions and acting as trustee director in businesses going forward. This means we are not only familiar with all of the issues to be addressed at the time of the initial transition, but understand the day to day realities in bringing the model to life and helping secure the engagement, financial and other many benefits it brings.

We partner with companies in all sectors looking to build a secure succession and exploit the opportunities of employee ownership. We also recognise that you need other support in making the transition, and have built a close and trusted network of consultants or advisers who can assist you in areas such as engagement, communications, valuation and financing.

While we’re fluent in the legal process involved in establishing employee ownership, we always approach it from our client’s point of view. Whether you’re a start-up or an established firm, we will personally guide you through every aspect of set-up, recognising that the model you adopt and how it works will be unique to you.

Gary Davie

Partner

email: [email protected]

phone: 0121 314 9102

socials: linkedin

website: www.legalclarity.co.uk

 

 

 


Bronze Partner

We’ve been established for over 23 years as one of the South coast‘s biggest integrated marketing and creative agencies in Emsworth, Hampshire.

As an employee owned agency our clients benefit from a level of dedication and shared values that in turn deliver customer service and creativity that we believe is second to none. Across all the disciplines in which we work, we aim to raise awareness, increase footfall and sales or reinforce a brand. We have over 30 in-house specialists, all focused on delivering the right work at the right time for your business.

We can help you with all aspects of marketing from strategy to PR and digital communications and we love to work with employee owned businesses.

• Integrated marketing agency with in-house creative and web

• Huge passion and experience across all sectors

• Knowledge, skills, ideas and enthusiasm to help make it happen for you

• Continual improvement and quality culture

• Empathy for employee owned businesses

Kealey McVeagh

Account Director

email: [email protected]

phone: 01243 388940

websote: www.mindworks.co.uk

 


Bronze Partner

RVE is a corporate finance advisory firm which advises owners of small and medium sized companies (“SMEs”) on the sale of their business. We specialise in structuring employee buyouts, where the owners sell the business to a newly formed employee ownership trust (“EOT”). With our in-house legal capabilities we can provide clients with a full-service advisory team from inception to completion of any EOT.

If the most suitable route is not an EOT transaction then RVE has the experience to advise the business owners on alternatives, whether for example a trade sale, private equity funded management buyout or vendor funded management buyout. The team at RVE includes experienced chartered accountants and corporate finance advisers who have previously worked together at PwC Corporate Finance.

Most business owners will benefit from specialist professional advice when selling their business. When RVE is appointed it works with business owners to understand the business and their goals and helps determine the most suitable exit route. RVE will provide expert advice and analysis on the merits of an EOT for your specific requirements as well as analysis and modelling of any alternative sale routes.

Richard Brown

Director

email: [email protected]

phone: 07899 664433

website: www.rvecf.com


Bronze Partner

Stephens Scown LLP is a regional firm acting across the country for national and international clients. With over 50 partners and 300 staff across its offices in Exeter, Truro and St Austell, we are one of the largest law firms in the South West and ranked in the top 150 in the UK.

Being the first large law firm in the UK to become employee owned and full members of the Employee Ownership Association, we understand first-hand what it takes to make a successful EO transition. We learnt a few lessons on the way, and are very happy to share the lessons that we have learned and those that we have learned from companies that we have worked with or met in the EO sector.

Christian Wilson

Partner and Head of Employee Ownership

email: [email protected]

phone: 01872 265107

website: www.stephens-scown.co.uk


Bronze Partner

Surveylab create online surveys with tools and expert support to understand the results. We specialise in customised survey design for customer and employee research, working with a wide range of organisations in the UK and worldwide.

Since 2003, we have helped clients use customer feedback to improve the customer experience and make a difference to their customers’ satisfaction and loyalty. We do the same for the ‘employee voice’ – using our employee survey framework to support and inform planning that drives engagement and positive change.

Our team has worked together for 20+ years and enjoys the challenge and creativity required for each client. And working with the EOA and other employee owned organisations, Surveylab is on its own EO journey, with the aim of being employee owned in 2021.

Dan Wardle

Director

email: [email protected]

phone: 020 3137 9423

website: www.surveylab.co.uk


Bronze Partner

TLT is a top 50 law firm with offices in London, Bristol, Manchester, Belfast, Edinburgh and Glasgow. We are able to advise clients across the three UK legal jurisdictions of England & Wales, Scotland and Northern Ireland. We advise businesses on all aspects of moving to direct and indirect employee ownership. Moving to employee ownership is a significant decision and one that needs support. We help to ensure our clients have access to all the information they need to implement employee ownership through practical and common sense advice.

We have a diverse range of clients who are interested in how employee ownership could shape their business. Some are family businesses looking to deal with succession, others are led by single or multiple founders who are keen to protect the ethos of their business by moving to an employee ownership model. We offer support to clients considering moving to employee ownership through initial legal and planning advice, as well as linking those clients to others locally who are involved in employee ownership.

TLT is a member of the Employee Ownership Association who we work closely with and we strongly believe in the benefits of employee ownership.

Ben Watson

Partner – Head of Corporate Tax and Incentives

email: [email protected]

phone: 0333 006 0376

website: www.tltsolicitors.com


Bronze Partner

Valloop is disrupting the market for buying and selling SMEs, with an innovative platform and financial solutions to power employee-involved buy-outs, restructures or growth investments. By building employee ownership into the future of the small enterprises we invest in, Valloop supports inclusive, long-term SME performance, helping to realise fair value for all.

phone: 0203 603 3722

website: www.valloop.com


Bronze Partner

The Corporate Finance team at WMT Chartered Accountants, is highly experienced in helping business owners reap the wide-ranging benefits of transferring their businesses via buy-outs. As well as Management Buy Outs, recent years have seen the rise of Employee Buy Outs.

WMT’s approach is based on building strong working relationships with each of their clients in order to provide advice throughout the transaction that is highly attuned to their values circumstances and goals.

The team at WMT recognises that maximising the benefits of placing a business into an Employee Buy Out is a complex undertaking that requires specialist advice, based on a deep understanding of the client and their business.

Our approach is very hands-on, and the team liaises continuously with clients from the inception of the transaction to completion and beyond. Because the team will project-manage, clients are able to focus on running their businesses.

Andrew Williamson

Managing Partner

email: [email protected]

phone: 01727 838 255

website: www.wmtllp.com