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EO Advantage series

EO Advantage - ROI & Case Studies (2.0 CPE, CFP, CEPA)


Description
In this module, small business advisors will gain the necessary expertise to effectively support client employee ownership implementation. Participants will explore key topics such as the fundamental principles of employee ownership, strategies for successful implementation, post-implementation support, and analyzing return on investment (ROI) through case studies. Learning objectives include understanding the basics of employee ownership, developing tailored implementation plans, providing ongoing support to ensure sustainability, and evaluating the financial impact through real-world ROI examples. By the end of this course, advisors will be equipped with the knowledge and tools needed to guide small businesses through the transition to employee ownership successfully.

Learning objectives:

Understand the core principles of employee ownership
Develop and implement employee ownership transition strategies
Evaluate the financial impact using ROI analysis
Provide ongoing support and sustain employee engagement
Content
  • EO Advantage - ROI & case studies - module 12
Completion rules
  • All units must be completed