Self-Study: Employee Ownership ROI & Case Studies
Available Until
Self-Study
2.0 Credits
Member Price $50.00
Non-Member Price $59.00
Overview
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. Learning objectives include understanding the basics of employee ownership, developing tailored implementation plans, providing ongoing support to ensure sustainability, and evaluating the financial impact through real-world ROI examples. 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.
Designed For
Objectives
Leader(s):
Leader Bios
David Gray, Project Equity
David Gray is the Director of Client Services at Project Equity, where he has spent many years helping businesses transition to employee ownership. His entrepreneurial experience spans founding and operating retail ventures focused on social impact, including fair-trade and sustainable business models. David has successfully launched startups, managed operations, and led business development initiatives across various sectors. Drawing from his extensive background in leadership and social enterprise, David brings his unique perspective to addressing the complex challenges businesses face when transitioning to EO. His particular focus is on expanding innovative ownership models like Employee Ownership Trusts (EOTs).
In the field, David actively cultivates strategic partnerships. He is adept at fostering collaboration among practitioners, advocates, and organizations within the employee ownership ecosystem to broaden access to these emerging solutions.
Additionally, David excels in developing strategic governance plans that support organizational growth. With his extensive training and experience in conflict mediation, he facilitates difficult conversations, guiding them to creative solutions. His understanding of interpersonal dynamics helps build trust, develop leadership, and cast a vision for viable new organizational realities.
Sam Brownell, Stratus Business Advisors
Sam Brownell, CVA, CFA, MBA has been a financial professional since 2006 and formed Stratus in July 2013 to provide goals-based succession planning and financial management to independent business owners and their families. Sam’s initial focus was the building materials industry, and that continues to be a major focus today. However, as the firm grew, an increasing number of independent business owners in related industries sought Sam’s advice on their short and long-term planning needs, including valuation, tax strategy, business continuity planning, and succession planning. In 2019, Sam obtained the CVA certification from the National Association of Certified Valuators and Analysts (NACVA) in order to better serve the valuation and succession planning needs of his independent business owner clients.
Sam earned his BA in Economics from Loyola University in Maryland and his MBA from the University of Maryland’s Robert H. Smith School of Business. Prior to forming Stratus, Sam worked in trading, valuation, and raising capital at two investment banks, where he became a CFA Charterholder.
In his free time, Sam gives back to his community as treasurer of a local, DC-area non-profit focused on teaching children to swim, and he is also an avid fly fisherman. Sam and his wife, Sara, reside in Kensington, MD, with their sons Felix and Finn.
Non-Member Price $59.00
Member Price $50.00