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EO ExitPro 101 (1.0 CFP, CEPA, CExP) - Employee ownership for small business advisors
$59.00
CPAs, CFPs, CEPAs
EO ExitPro 101 (1.0 CFP, CEPA, CExP) - Employee ownership for small business advisors

The goal of this introductory course is to introduce exit planners and advisors to the many advantages of being informed and ready to recommend employee ownership exit options for their small business owner clients when appropriate.

ExitPro Plus - Module 1 (1.0 CFP, CEOA) - Introduction to employee ownership - a deeper dive
$69.00
CPAs, CFPs, CEPAs
ExitPro Plus - Module 1 (1.0 CFP, CEOA) - Introduction to employee ownership - a deeper dive
Module 1 CEOA: Introduction to employee ownership At the end of this module, participants will be able to differentiate between different forms of broad-based employee ownership and understand the role of the Certified Employee Ownership...
ExitPro Plus - Module 2 (1.0 CFP, CEOA) - Employee Stock Ownership Plans (ESOPs)
$69.00
CPAs, CFPs, CEPAs
ExitPro Plus - Module 2 (1.0 CFP, CEOA) - Employee Stock Ownership Plans (ESOPs)
Module 2 CEOA: ESOPs - Employee Stock Ownership Plans At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with...
ExitPro Plus - Module 3 (1.0 CFP, CEOA) - Worker cooperatives
$69.00
CPAs, CFPs, CEPAs
ExitPro Plus - Module 3 (1.0 CFP, CEOA) - Worker cooperatives
Module 3 CEOA: Worker cooperatives At the end of this module, participants will be able to understand the structure, purpose, and key features of worker cooperatives, evaluate the tax advantages and legal considerations specific to them, and...
ExitPro Plus - Module 4 (1.0 CFP, CEOA) - Employee Ownership Trusts (EOTs)
$69.00
CPAs, CFPs, CEPAs
ExitPro Plus - Module 4 (1.0 CFP, CEOA) - Employee Ownership Trusts (EOTs)
Module 4 CEOA: EOTs - Employee Ownership Trusts At the end of this module, participants will be able to comprehend the structure, purpose, and key features of EOTs, evaluate the tax advantages and legal considerations associated with them, and...

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