ESOP Series Module 1: Introduction To Employee Ownership ON DEMAND

Overview

At the end of this module, participants will be able to differentiate between different forms of broad-based employee ownership and understand the role of the employee ownership advisor.

Highlights

Overview of employee ownership forms. Benefits and challenges of employee ownership. Role of the employee ownership advisor.

Prerequisites

None.

Designed For

Financial professionals who wok with small business owners and advisors who lead or work on an owner’s team of business succession planning professionals.

Objectives

Differentiate between forms of broad-based employee ownership including ESOPs, worker cooperatives and EOTs. Identify features, benefits and challenges associated with each employee ownership form for a variety of small business owners. Recognize and recommend suitable forms of broad-based employee ownership to small business clients as appropriate. Strategize how to implement an employee ownership readiness plan aligned to the business lifecycle. Identify and assemble key stakeholders for the employee ownership deal team and transition.

Preparation

None.

Notice

None.