Blue Harbour Capital
Internal Succession Planning Events
Browse our past events & register for upcoming roundtables that explore people-first succession models like Employee-Led Buyouts, Employee Ownership Trusts & Surety-backed funding
Past Succession Planning Events
ActionCOACH ANZ Succession Event
- Adelaide – 16 October 2025
David Harris delivered a compelling presentation on Employee-Led Buyouts (ELBOs) and Employee Ownership Trusts (EOTs) as succession solutions for Australian SMEs to an engaged ActionCOACH ANZ audience in Adelaide.
Key Takeaways:
- For Sellers: Guaranteed payout, legacy preservation, dignified exit
- For Buyers: No personal financial exposure, structured support, proven framework
- For Coaches: Natural extension of their work, referral opportunities, client success stories
Succession Through ELBOs, EOTs and Surety
- Brisbane – 13 November 2025, MoBoCo (Southbank)
- Gold Coast – 27 November 2025, Riva (Robina)
Key Takeaways
- Explored how ELBOs and EOTs work and when they fit best
- De-risking founder exits by leveraging Surety as a powerful tool
- Case examples of how founders are preserving culture, rewarding employees, and unlocking legacy
Upcoming Succession Planning Events
Succession Through ELBOs, EOTs and Surety
- Tasmania – January 8th 2026
Why Attend?
- Understand how ELBOs and EOTs work and when they best fit
- Explore Surety as a powerful tool to de-risk founder exits
- Learn how founders are preserving culture, rewarding employees, and unlocking legacy
- Connect with a values-led community of advisors and capital partners shaping the future of succession
Ready to Explore a Transition?
If you’re an owner — or leading a team ready to step into ownership — let’s start the conversation.