ESOP Series Module 5: Analysis and Assessment ON DEMAND

Overview

At the end of this module, participants will be able to assess the potential benefits of employee ownership for their business clients, apply criteria to recommend the most suitable employee ownership form considering costs, timelines, and resources, utilize financial analysis techniques to evaluate debt capacity in employee-owned businesses, measure the impact of employee ownership on company performance, and effectively communicate the financial advantages of employee ownership to clients.

Highlights

Cost and timelines. Financial analysis. Buy-in from staff and clients.

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

Evaluating how employee ownership can advance the goals of your business client. Criteria for recommending the appropriate employee ownership form. Financial debt capacity analysis techniques for employee-owned businesses. Communicating the financial benefits of employee ownership to clients.

Preparation

None.

Notice

None.