This series of eight presentations is part of the British Isles Share Plans Symposium 2023. To join these webinars, and the in-person element of the symposium on Thursday, 30 March, please email firstname.lastname@example.org.
The presentation will be discussed at the 30 March in-person session as part of Panel Three— The Future Of All-Employee Share Ownership Plans And Share Plans in SMEs, when you will have the opportunity to put your questions and comments to the panel.
Speaker: Robin Hartley is a Legal Director at Doyle Clayton, and is one of the UK’s most experienced employee ownership specialists having advised on the sale of businesses with a combined value of £400m to employee ownership trusts (EOTs).
His career spanning Magic Circle, Big-4 accountancy and a leading City law firm’s tax team has equipped him to help with the challenges faced by clients on their journey to employee ownership. Robin’s experience of trade sales, management and private equity buyouts helps owners make informed decisions when deciding on whether a sale into employee ownership is right for their business.
Starting with financial planning and feasibility analysis, Robin’s banking and Big-4 financial services experience ensures accurate financial modelling and that a balance is struck between fair reward to the sellers, employee motivation and a business’s financial needs. Depending on circumstances this can include the use of third-party debt, different forms of security, various tranches of vendor debt, varying interest rates, equity kickers, retaining equity and proceed deferral.
Since 2016, Robin has worked with Garry Karch, Doyle Clayton's Head of EOT services. This has provided notable insight into the needs of employee owned businesses both immediately after the sale to an EOT and long term.
Monday, 20 March 2023
10:00 - 10:25 GMT
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