ESOP Series Module 8: Implementation and Ongoing Support

Available for 1 year after purchase date

**OnDemand**

1.0 Credits

Member Price $49.00

Non-Member Price $59.00

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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

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

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