ESOP Series Module 5: Analysis and Assessment

Overview

At the end of this module, participants will be able to assess the potential benefits of employee ownership for their business clients, apply criteria to recommend the most suitable employee ownership form considering costs, timelines, and resources, utilize financial analysis techniques to evaluate debt capacity in employee-owned businesses, measure the impact of employee ownership on company performance, and effectively communicate the financial advantages of employee ownership to clients. This course is offered in partnership with Project Equity.

Highlights

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

Designed For

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

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