On-Demand
ESOP Series Module 6: Financing Employee Ownership
CPE: 1
Member
$49.00
Nonmember
$59.00
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Overview
At the end of this module, participants will be able to comprehend the lending prerequisites, evaluate the significance of personal guarantees, navigate the submission process, explore various funding sources, and identify the types of financing required for partial or partial onramp to full conversion in employee-owned businesses.
Product Code
1000004148
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
- Lending Prerequisites
- Funding Sources
- Financing Options
Additional Details
This content is provided through our partnership with Project Equity.