Differentiate between forms of broad-based employee ownership including ESOPs, worker cooperatives and EOTs.

Identify features, benefits and challenges associated with each employee ownership form for a variety of small business owners.

Recognize and recommend suitable forms of broad-based employee ownership to small business clients as appropriate.

Strategize how to implement an employee ownership readiness plan aligned to the business’ lifecycle.

Identify and assemble key stakeholders for the employee ownership deal team and transition.