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EO Advantage Modules

EO Advantage - Employee Ownership for Business Brokers- (1.25 CPE)


Description
The module "Employee Ownership for Business Brokers" equips business brokers with the knowledge and skills needed to facilitate employee ownership transitions, such as Employee Stock Ownership Plans (ESOPs) and Employee Ownership Trusts (EOTs). By understanding the financial, legal, and strategic aspects of these transitions, business brokers can provide comprehensive support to their clients, ensuring a smooth and compliant transfer of ownership.

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 - EO for Business Brokers - module 14
Completion rules
  • All units must be completed