Ep.35 - Employee Ownership Trusts

Ovation Finance are a firm of financial planners in Bristol. It was set up by Chris Budd and has very recently been sold to an Employee Ownership Trust.  Chris talks to us about the steps that he took in order to prepare for this transition. This includes the four elements of the eternal pyramid and also the personal challenges that he faced. 

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The podcast dedicated to Family Business. Working with your family can be both rewarding and challenging and this podcast provides you with practical tips and guidance on how to tackle some of these challenges. Check out the series on Governance, Succession, Family Dynamics and Family Business Theory. Each week we will explore the uniqueness of family businesses and provide you with the tools to help your business thrive.