ESOP Series Module 5: Analysis & 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.