Employee Ownership 101 – A Practical Succession Path

Calling all business owners, CFOs, HR leaders, and advisors exploring employee ownership as a succession or engagement strategy. This free session provides a clear, practical comparison of Canada’s employee ownership models—EOTs, ESOP-style structures, direct share purchase, and option-based pathways. We’ll walk through how each model works, governance considerations, tax and financing implications, and how to determine which structure best aligns with your business goals. You’ll learn how transitions from minority to majority ownership unfold, and how to communicate EO effectively to employees.