This is the fifth module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to assess and communicate the potential benefits of EO for their business clients.

• 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

Faculty

Trevor Gilmore, CEO, The Menke Group
As CEO of The Menke Group, Trevor works closely with founders and owners to guide them through the ESOP process, helping them transition to employee ownership in a way that benefits everyone involved. His role is focused on advising businesses to achieve their succession, liquidity, and ownership goals, leveraging his expertise in finance, tax, and strategic planning. Over his career, he has raised hundreds of millions in bank financing and other funding sources and has created tax structures that advantage founders and business owners.

Megan Gordon, Senior Manager of Business Engagement & Partnerships, Project Equity

Megan's careeer has run the gamut: restaurants, start ups, established corporations, and nonprofits in sectors ranging from hospitality to entertainment, tech, medical devices, biotech, and co-working. The throughline of her career has been a passion for people and engagement, which has equated to customer service, business development, sales, marketing, and the general herding of (metaphorical) cats. Her work across multiple sectors gives her a unique lens on the challenges facing small businesses across many trades. She is thrilled to bring her diverse experience and skillset to the mission of Project Equity.

Continuing education

Upon successful completion of the course, participants will receive 1.0 hours of CFP Board and 1.0 hours of NASBA CPE.