10-06-22 Employee Ownership Programs – Part B

Many companies have enjoyed immense benefits from creating opportunities for employees to own equity in the business.

These include:

1. Ability to recruit and retain the best employees.
2. Creates common goals and high motivation across the company
3. More innovativeness, better customer service, enhanced employee engagement and accountability. In all, greatly improved competitiveness.
4. Greater wealth creation.
5. Smoother transition to a founder's retirement.

This second segment of the workshop is a four-hour class intended for founders and current owners of companies who have attended Part A -; Introduction and Overview and are ready to introduce some form of employee ownership. We will walk through a step-by-step approach to making critical choices, preparing the necessary documentation, and then implementing and operating a successful employee ownership program at your company.

This will allow participants to begin this process right away with a clear understanding of their options and the path to move forward.

In Part B you will learn:

• The several critical decisions which founders and current company owners need to make before implementing their program.
• How to effectively document the rules which will govern the employee ownership program so that it will achieve the founder's and current company owner's objectives.
• The practical logistics of setting up and operating your employee ownership program. The "How To".
• Ways to avoid common mistakes and misunderstandings.
• Ways owners can set up the employee ownership program so that it will support their exit strategy from the company.

Samantha Peaslee
Polaris Law Group

Andy Meade
Larimer SBDC Consultant

Logistics:

Payments:

Please pay online with a credit card. Registration is not guaranteed until payment is made. Note: Registrations made less than 24 hours before a class may be charged an additional $10.

Refund Policy: No cash refunds, credit will be rolled over to another class.

Parking: Blanca Peak is centered behind Longs Peak student Center and Mount Antero. For best access park in front of one of these buildings. Please allow time for parking when students are in session.