This is the sixth module of the Certified Employee Ownership Advisor certificate program. 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.
- Lending requirements
- Personal guarantees
- Submission process
- Funding sources
- Types of financing needed for partial or partial onramp to full conversion
Faculty
Leah Turnbull, Managing Director & National ESOP Practice Lead - Corporate Advisory, BMO
Leah is a Managing Director and the National ESOP Practice Lead within BMO Corporate Advisory. She is dedicated to advising Boards of Directors and C-level executives on corporate finance topics such as ESOPs, dividend recaps, acquisition strategies, share repurchases, and valuation perspectives. She has over 15 years of experience assisting businesses with new ESOP formations and navigating complex ESOP structuring issues. She started my career focused on valuation and issuing fairness and solvency opinions.
Continuing education
Upon successful completion of the course, participants will receive 1.0 hours of CFP Board and 1.0 hours of NASBA CPE.
