Self-Study On-Demand


1 CPE Credit

ESOP Series Module 8: Implementation and Ongoing Support

Self-Study On-Demand
1 CPE Credit

Learning Objectives

• Developing an employee ownership implementation plan, including investment in education and culture
• Communication of the transition process to employees and stakeholders
• Ongoing support and guidance to employee-owned businesses

Major Topics

• Implementation
• Strategy
• Communication & Guidance

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.