Explore the dynamic world of employee ownership with Project Equity’s (PE) ESOPs and Worker Cooperatives: EO Advantage. Part of PE’s EO Advantage suite of learning products, this interactive course provides an in-depth look at Employee Stock Ownership Plans (ESOPs) and Worker Cooperatives (coops), two powerful models for business succession, performance and employee engagement. Designed for business owners, advisors, and stakeholders, this course covers the structural foundations, tax advantages, and operational frameworks of both models, helping you determine which option aligns with your business goals. You’ll gain insights into the legal, financial, and cultural considerations of transitioning to employee ownership, with real-world examples illustrating successful implementations.

Key topics include:

Understanding ESOPs: Structure, key features, financing options, tax benefits, and governance under ERISA regulations.
Worker Cooperatives: Principles of democratic ownership, profit-sharing models, and cooperative governance.
Suitability Criteria: Assessing business readiness, including size, financial health, and long-term goals.
Transition Process: Steps for structuring deals, securing financing, and ensuring smooth ownership transitions.
Employee Impact: How ownership enhances employee engagement, productivity, and wealth-building.

By the end of this course, you’ll be equipped with the knowledge to evaluate employee ownership as a strategic exit option, fostering business continuity, financial stability, and a resilient workforce. Whether you’re planning for succession, advising clients, or exploring new business models, this course provides the tools and strategies needed for informed decision-making.

Who Should Take This Course?

Business advisors, CPAs, CEPAs, CFPs, attorneys, and financial professionals involved in succession planning.
Business owners exploring employee ownership models.
Consultants and advisors specializing in business transitions and employee engagement.
Professionals seeking to enhance their expertise in ESOP and Worker Cooperative governance and administration.