2024 Employee Ownership Equity Summit Business Advisor Track

The objective of the service provider CE track is to help advisors spot, educate and refer their small business clients to the most suitable broad-based employee ownership form, including Employee Stock Ownership Plans (ESOPs), worker cooperatives and Employee Ownership Trusts (EOTs). This introduction outlines the structure and content of the certification program.

Audience targets

The service provider track is for:

• Professional advisors who work with small business owners
• Advisors who lead or work on an owner's team of business succession planning professionals
• Others who are interested in learning more about EO from a service provider perspective.

Learning objectives

1. Learn to differentiate between forms of broad-based employee ownership including ESOPs, worker cooperatives and EOTs.
2. Identify features, benefits and challenges associated with employee ownership for a variety of small business owners.
3. Recognize and recommend suitable forms of broad-based employee ownership to small business clients when appropriate.
4. Strategize how to implement an employee ownership readiness plan aligned to the business’ lifecycle.
5. Identify and assemble key stakeholders for the deal team and transition

For more information please visit our website.

Event Venue & Nearby Stays

TBD, 3515 Wilshire Boulevard, Los Angeles, United States