1. Presentation

    2. Cheat Sheet - Capital Gains Tax

    3. Cheat Sheet - EOTs

    4. Cheat Sheet - Identify a Potential EOT

    5. Recording

About this course

  • $49.00
  • 1 CPD hour
  • June 4, 2024

Key Learnings

  • What is an Employee Ownership Trust (EOT)
  • What are the qualifications & requirements for an EOT
  • What are the advantages of an EOT for the sellers and for the employees
  • How is the sale to an EOT structured
  • Why the governance structure involves both a company board and a Trustee board, and how they work together
  • The details of the legislation and the Capital Gains Tax exemption

    • Instructor(s)

    Tiara Letourneau

    Tiara Letourneau is the CEO and Founder of Rewrite Capital Advisors, a private investment and advisory firm dedicated to creating employee ownership for mid-market companies. She is a Director of the Canadian Employee Ownership Coalition, and was instrumental in fighting for the design and creation of Canada’s new Employee Ownership Trust (EOT) legislation.

    Tiara’s background is in international development and the financial industry, and she holds a Masters of Finance from Cambridge University. In 2010, she was awarded an Action Canada Fellowship and in 2014 was given the Financial Leader’s Award from the People’s Bank of China School of Finance at Tsinghua (“SING-hwa”) University. She helped design the United Nations Green Climate Fund’s Private Sector Facility for co-investing in climate change. She now designs employee ownership transformation strategies, to help Canadians protect their businesses and to reduce wealth inequality.