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Beyond the Traditional Sale: Real Owner Stories on Employee Ownership Trust (EOT) & Perpetual Purpose Trust (PPT)

June 4 @ 1:00 pm - 2:30 pm
Free

Selling to a strategic buyer or private equity isn’t the only way to transition a business. In this webinar, owners and leaders who chose Employee Ownership Trusts (EOTs) and Perpetual Purpose Trusts (PPTs) share candid, real-world stories about why they chose an alternative path—and what the process was like in practice. You’ll hear what motivated their decisions, what surprised them, and how these structures have affected culture, governance, and long-term stability. The session also includes a clear, high-level explanation of EOTs and PPTs and live audience Q&A.

Featuring:
The Walker Group, Connecticut | www.thewalkergroup.com
Text-Em-All, Texas | www.text-em-all.com
Ocaquatics Swim School, Florida | www.ocaquatics.com
Clegg Auto, Utah | www.cleggauto.com

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