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ESOP Series Module 6: Financing Employee Ownership

Available Until

TBD

1.0 Credits

Member Price $49.00

Non-Member Price $59.00

Overview

At the end of this module, participants will be able to comprehend the lending prerequisites, evaluate the significance of personal guarantees, navigate the submission process, explore various funding sources, and identify the types of financing required for partial or partial onramp to full conversion in employee-owned businesses.

Highlights

  • Lending Prerequisites
  • Funding Sources
  • Financing Options

Prerequisites

None

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

  • Recognize requirements for personal guarantees
  • Understand the submission process
  • Determine types of financing needed

Preparation

None

Non-Member Price $59.00

Member Price $49.00