Ensure Your Legacy

Employee Ownership is good.

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Course curriculum

  1. 1

    • Course Introduction

    • Topic 1 Introduction

    • 1a - What is Employee Ownership?

    • 1a Review - What is Employee Ownership?

    • 1a Quiz - What is Employee Ownership?

    • 1b - Why Employee Owned?

    • 1b Review - Why Employee Owned?

    • 1b Quiz - Why Employee Owned?

    • 1c - Demographic Needs

    • 1c Review - Demographic Needs

    • 1c Quiz - Demographic Needs

    • 1d - Employee Ownership Compared with Other Exit Strategies

    • 1d Review - Employee Ownership Compared with Other Exit Strategies

    • 1d Quiz - Employee Ownership Compared with Exit Strategies
  2. 2

    • Topic 2 Introduction

    • 2a - Employee Stock Ownership Plan

    • 2a Review - Employee Stock Ownership Plan

    • 2a Quiz - Employee Stock Ownership Plan

    • 2b - Employee Ownership Trust

    • 2b Review - Employee Ownership Trust

    • 2b Quiz - Employee Ownership Trusts

    • 2c - Worker Cooperatives

    • 2c Review - Worker Cooperatives

    • 2c Quiz - Worker Cooperatives

    • Topic 2 Review
  3. 3

    • Topic 3 Introduction

    • 3a - Readiness Factors

    • 3a Review - Readiness Factors

    • 3a Quiz - Readiness Factors

    • 3b - Financial Feasibility

    • 3b Review - Financial Feasibility

    • 3b Quiz - Financial Feasibility

    • 3c - Participatory Management

    • 3c Review - Participatory Management

    • 3c Quiz - Participatory Management
  4. 4

    • Topic 4 Introduction

    • 4a - Pre-transition

    • 4a Review - Pre-transitioning

    • 4a Quiz - Pre-transitioning

    • 4b - Transitioning to Employee Ownership

    • 4b Review - Transitioning to Employee Ownership

    • 4b Quiz - Transitioning to Employee Ownership

    • 4c - Ongoing Support

    • 4c Review - Ongoing Support

    • 4c Quiz - Ongoing Support
  5. 5

    • Topic 5 Introduction

    • 5a - Introduction to Valuation

    • 5a Review - Introduction to Valuation

    • 5a Quiz - Introduction to Valuation

    • 5b - Taking on Debt

    • 5b Review - Taking on Debt

    • 5b Quiz - Taking on Debt

    • 5c - Sources of Financing

    • 5c Review - Sources of Financing

    • 5c Quiz - Sources of Financing
  6. 6

    • Topic 6 Introduction

    • 6a - Legal Structures and Trusts

    • 6a Review - Legal Structures and Trusts

    • 6a Quiz - Legal Structures and Trusts

    • 6b - Organizational Culture

    • 6b Review - Organizational Culture

    • 6b Quiz - Organizational Culture

    • 6c - Succession Planning

    • 6c Review - Succession Planning

    • 6c Quiz - Succession Planning
  7. 7

    • Topic 7 Introduction

    • 7a - Tax Benefits

    • 7a Review - Tax Benefits

    • 7a Quiz - Tax Benefits

    • 7b - Legislative Framework

    • 7b Review - Legislative Framework

    • 7b Quiz - Legislative Framework

    • End of Course
  8. 8

    • Investor Module Introduction

    • 8a (Investor) - Impact Investing

    • 8a (Investor) Review - Impact Investing

    • 8a (Investor) Quiz - Impact Investing

    • 8b (Investor) - Fund Level Model for Employee Ownership Conversions

    • 8b (Investor) Review - Fund Level Model for Employee Ownership Conversions

    • 8b (Investor) Quiz - Fund Level Model for Employee Ownership Conversions