Understanding the most common path to EO
ESOPs are the most widely recognized employee ownership structure—and also the most complex. In this Certified Employee Ownership Advisor course, you’ll learn to navigate their tax benefits, governance requirements, and financing structures, positioning yourself as a trusted advisor for succession-ready businesses.
With ESOPs, the stakes are high: get it right, and owners realize liquidity, employees gain ownership, and companies unlock new growth. This course equips you to analyze whether an ESOP is the right fit and to anticipate the legal and financial hurdles in the process.
Learning objectives
By the end of this course, participants will be able to:
- Comprehend the structure, purpose, and key features of ESOPs
- Evaluate the tax advantages and legal considerations associated with ESOPs
- Analyze the governance and key operational details of ESOPs
