ESOP Series Module 1: Introduction To Employee Ownership (1 hour) [NT] – On-Demand Webcast

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

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.

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!