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ESOP Series Module 1: Introduction To Employee Ownership

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Online, OK 00000

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1.00 Credits

Member Price $49

Non-Member Price $59

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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. This course is offered in partnership with Project Equity.

Highlights

  • Overview of employee ownership forms: ESOPs, worker cooperatives and EOTs
  • Benefits and challenges of employee ownership
  • Role of the Employee Ownership Advisor

    Prerequisites

    None.

    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.

    • Non-Member Price $59

    Member Price $49

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