ESOP Series Module 8: Implementation and Ongoing Support

Overview

At the end of this module, participants will be able to create a comprehensive implementation plan for employee ownership, incorporating strategies for investing in education and fostering a supportive organizational culture, effectively communicating the transition process to employees and stakeholders, and providing continuous support and guidance to businesses operating under employee ownership. - This course is offered in partnership with Project Equity.

Highlights

• Implementation
• Strategy
• Communication & Guidance

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

• 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