On-Demand
ESOP Series Module 5: Analysis and Assessment
Member
$49.00
Nonmember
$59.00
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Overview
At the end of this module, participants will be able to assess the potential benefits of employee ownership for their business clients, apply criteria to recommend the most suitable employee ownership form considering costs, timelines, and resources, utilize financial analysis techniques to evaluate debt capacity in employee-owned businesses, measure the impact of employee ownership on company performance, and effectively communicate the financial advantages of employee ownership to clients.
Product Code
1000004147
Credit Type
CPE: 1CPE-Technical: 1Format
Online Self-Study
Intended Audience
Financial professionals who work with small business owners and advisors who lead or work on an owner's team of business succession planning professionals.
NASBA Field of Study
Specialized Knowledge
Level of Difficulty
Basic
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Cost and timelines
- Financial analysis
- Buy-in from staff and clients.
Additional Details
This content is provided through our partnership with Project Equity.