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EO ExitPro 101: Employee ownership for small business advisors (2.0 CPE, 2.0 CFP, 2.0 CEPA, 2.0CExP) (01-ExitPro)
$59.00
ExitPro 101
EO ExitPro 101: Employee ownership for small business advisors (2.0 CPE, 2.0 CFP, 2.0 CEPA, 2.0CExP) (01-ExitPro)

EO ExitPro 101 is an introductory course for exit planners and other business advisors. At the end of this module, participants will have the knowledge and frameworks for increasing practice revenue and client retention.

  • Knowledge and tools to...
CEOA Level 1: Certified Employee Ownership Advisor program (8.0 CPE, 8.0 CFP, 8.0 CEPA) (02-CEOA)
$339.00
CEOA
CEOA Level 1: Certified Employee Ownership Advisor program (8.0 CPE, 8.0 CFP, 8.0 CEPA) (02-CEOA)

With employee ownership on the rise, business owners need experts to advise them throughout the transition and beyond. By becoming a Certified Employee Ownership Advisor, practitioners can enhance their expertise, expand their client base and...

CEOA + ROI Bonus: Certified Employee Ownership Advisor program (10.0 CPE, 10.0 CFP, 10.0 CEPA) (03-CEOA+)
$398.00
CEOA
CEOA + ROI Bonus: Certified Employee Ownership Advisor program (10.0 CPE, 10.0 CFP, 10.0 CEPA) (03-CEOA+)

With employee ownership on the rise, business owners need experts to advise them throughout the transition and beyond. By becoming a Certified Employee Ownership Advisor, practitioners can enhance their expertise, expand their client base and...

EO Advantage - ROI & Case Studies (2.0 CPE, CFP, CEPA) (04-ROI)
$59.00
EO Advantage Modules
EO Advantage - ROI & Case Studies (2.0 CPE, CFP, CEPA) (04-ROI)
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...
EO Advantage - EO Feasibility & Transaction Management - (1.5 CPE, 1.5 CEPA) (05-Feas)
$59.00
EO Advantage Modules
EO Advantage - EO Feasibility & Transaction Management - (1.5 CPE, 1.5 CEPA) (05-Feas)
This session will explore the feasibility and transactions involved in creating an employee ownership transition, focusing on quarterbacking, valuation methods, and transition planning. Participants will learn how to effectively quarterback an...
EO Advantage - Employee Ownership for Attorneys (1.5 MCLE California, 1.5 CPE, CFP, CEPA) (06-JDs)
$59.00
EO Advantage Modules
EO Advantage - Employee Ownership for Attorneys (1.5 MCLE California, 1.5 CPE, CFP, CEPA) (06-JDs)

This is an elective course for the Certified Employee Ownership Advisor certificate program, providing attorneys with the critical knowledge and skills needed to navigate the complexities of employee ownership transitions. By understanding the...

EO Advantage - Employee Ownership for Fractional CFOs (2.0 CPE, CFP, CEPA) (07-FracCFO)
$59.00
EO Advantage Modules
EO Advantage - Employee Ownership for Fractional CFOs (2.0 CPE, CFP, CEPA) (07-FracCFO)
The module "Employee Ownership for Fractional CFOs" equips fractional CFOs with the essential knowledge and tools to effectively manage employee ownership transitions. By understanding the financial, legal, and strategic aspects of these...
EO Advantage - EO for Worker Coop CPAs & Tax Advisors (2.5 CPE, CFP, CEPA) (08-CoopCPA)
$59.00
EO Advantage Modules
EO Advantage - EO for Worker Coop CPAs & Tax Advisors (2.5 CPE, CFP, CEPA) (08-CoopCPA)
Employee ownership can be a powerful strategy for business succession, employee engagement, and long-term financial sustainability. This module equips CPAs and Tax Advisors with the knowledge and tools to guide companies through a worker...
EO Advantage - Employee Ownership for Business Brokers (1.25 CPE, 1.5 CFP, 1.5 CEPA) (09-BBs)
$59.00
EO Advantage Modules
EO Advantage - Employee Ownership for Business Brokers (1.25 CPE, 1.5 CFP, 1.5 CEPA) (09-BBs)

This is an elective course for the Certified Employee Ownership Advisor certificate program, providing business brokers with the critical knowledge and skills needed to navigate the complexities of employee ownership transitions. By understanding...

EO Advantage - Employee Ownership and Philanthropic Planning - (1.5 CPE, 1.5 CFP, 1.5 CEPA) (10-Phila)
$59.00
EO Advantage Modules
EO Advantage - Employee Ownership and Philanthropic Planning - (1.5 CPE, 1.5 CFP, 1.5 CEPA) (10-Phila)
Employee ownership presents a transformative opportunity to connect the interests of business owners with philanthropic and legacy goals. This module equips philanthropic advisors with the knowledge and tools to help their clients evaluate...

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