Employee ownership can be a powerful strategy for business succession, employee engagement, and long-term financial sustainability. This module equips CPAs and Tax Advisors with the knowledge and tools to guide companies through a worker cooperative employee ownership transition. Participants will learn key financial, legal, and operational considerations, including valuation, funding mechanisms, and compliance requirements. By the end of this module, CPAs and Tax Advisors will be prepared to advise business owners on structuring and implementing worker cooperative employee ownership models that align with their goals.

Learning Objectives:
Understand what a worker cooperative is and their financial implications.
Learn the key steps in an employee ownership transition to a worker coop including valuation, financing, and tax considerations.
Explore best practices for managing governance, compliance, and employee engagement in a worker coop.
Identify resources and professional networks to support employee ownership transitions, specifically worker coop.