ESOP Series Module 6: Financing Employee Ownership ON DEMAND

Overview

At the end of this module, participants will be able to comprehend the lending prerequisites, evaluate the significance of personal guarantees, navigate the submission process, explore various funding sources, and identify the types of financing required for partial or partial onramp to full conversion in employee-owned businesses.

Highlights

Lending prerequisites. Funding sources. Financing options.

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

Recognize requirements for personal guarantees. Understand the submission process. Determine types of financing needed.

Preparation

None.

Notice

None.