Self-Study On-Demand


1 CPE Credit

ESOP Series Module 5: Analysis and Assessment

Self-Study On-Demand
1 CPE Credit

Learning Objectives

• Evaluating how employee ownership can advance the goals of your business client
• Criteria for recommending the appropriate employee ownership form (costs, timelines, resources)
• Financial debt capacity analysis techniques for employee-owned businesses
• Communicating the financial benefits of employee ownership to clients

Major Topics

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

CPE Credits Available

1 CPE Credit
1
Specialized Knowledge

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

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

Provider

CalCPA California Society of CPAs

Purchase This Course

  • MSCPA Member

    $ 49 49
    Join
  • MSCPA Non-Member

    $ 59 59
    Your Price

Please login to register.