Employee Ownership ROI & Case Studies

2.0 CPE, CFP, CEPA

Leverage real-world case studies and ROI analysis to present employee ownership as a viable succession strategy for your clients.

In this module, small business advisors will gain the necessary expertise to effectively support client employee ownership implementation. Participants will explore key topics such as the fundamental principles of employee ownership, strategies for successful implementation, post-implementation support, and analyzing return on investment (ROI) through case studies. By the end of this course, advisors will be equipped with the knowledge and tools needed to guide small businesses through the transition to employee ownership successfully.

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

Continuing Education

Upon successful completion of the course, participants will receive 2.0 CPE, CFP, CEPA.