ESOP Series Module 8: Implementation and Ongoing Support ON DEMAND

Overview

At the end of this module, participants will be able to create a comprehensive implementation plan for employee ownership, incorporating strategies for investing in education and fostering a supportive organizational culture, effectively communicating the transition process to employees and stakeholders, and providing continuous support and guidance to businesses operating under employee ownership.

Highlights

Implementation strategy. Communication and guidance.

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

Developing an employee ownership implementation plan. Communication of the transition process to employees and stakeholders. Ongoing support and guidance to employee-owned businesses.

Preparation

None.

Notice

None.