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