June 4, 2026 | 1:00-2:30 PM (ESt)
Beyond the Traditional Sale
Real Owner Stories on Employee Ownership Trust (EOT) & Perpetual Purpose Trust (PPT)
Hear from companies that completed their transition to EOT or PPT in this free, virtual event.
Event Countdown:
Learn more about alternative approaches to a traditional sale!
June 4, 2026
1:00-2:30PM EST
Virtual
Join us for a panel discussion featuring:
Beyond The Traditional Sale:
Real Owner Stories on Employee Ownership (EOT) & Perpetual Purpose Trust (PPT)
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.
Why attend
- Hear firsthand owner experiences—the “why,” the tradeoffs, and the emotional/logistical realities you won’t get from a technical overview.
- Get plain-English definitions of EOTs and PPTs, including how governance typically works and common financial arrangements.
- Learn what others wish they’d known and which fears turned out to be non-issues—so you can evaluate whether an EOT/PPT fits your goals (legacy, mission preservation, independence, people-first culture).
- Bring your questions to a live Q&A with CEOs/Owners who have been through it.
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







