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CEOA Level 1: Certified Employee Ownership Advisor program (8.0 CPE, 8.0 CFP, 8.0 CEPA)
$339.00
CEOA Level 1: Certified Employee Ownership Advisor program (8.0 CPE, 8.0 CFP, 8.0 CEPA)

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 - Employee Ownership for Attorneys (1.5 MCLE California, 1.5 CPE, CFP, CEPA)
$59.00
EO Advantage series
EO Advantage - Employee Ownership for Attorneys (1.5 MCLE California, 1.5 CPE, CFP, CEPA)

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)
$59.00
EO Advantage series
EO Advantage - Employee Ownership for Fractional CFOs (2.0 CPE, CFP, CEPA)
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)
$59.00
EO Advantage series
EO Advantage - EO for Worker Coop CPAs & Tax Advisors (2.5 CPE, CFP, CEPA)
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 - ROI & Case Studies (2.0 CPE, CFP, CEPA)
$59.00
EO Advantage series
EO Advantage - ROI & Case Studies (2.0 CPE, CFP, CEPA)
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 ExitPro 101: Employee ownership for small business advisors (2.0 CPE, 2.0 CFP, 2.0 CEPA, 2.0CExP)
$59.00
EO ExitPro 101: Employee ownership for small business advisors (2.0 CPE, 2.0 CFP, 2.0 CEPA, 2.0CExP)

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...
ExitPro Plus - CEOA Module 1: Introduction to employee ownership – a deeper dive (1.0 CPE,CFP, CEPA)
$59.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 1: Introduction to employee ownership – a deeper dive (1.0 CPE,CFP, CEPA)

This is the first module of the Certified Employee Ownership Advisor certificate program. 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...

ExitPro Plus - CEOA Module 2: Employee Stock Ownership Plans (1.0 CPE, CFP, CEPA)
$59.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 2: Employee Stock Ownership Plans (1.0 CPE, CFP, CEPA)

This is the second module of the Certified Employee Ownership Advisor certificate program. 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...

ExitPro Plus - CEOA Module 3: Worker cooperatives (1.0 CPE, CFP, CEPA)
$59.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 3: Worker cooperatives (1.0 CPE, CFP, CEPA)

This is the third module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to understand the structure, purpose, and key features of worker cooperatives, evaluate the tax...

ExitPro Plus - CEOA Module 4 - Employee Ownership Trusts (1.0 CPE, CFP, CEPA)
$59.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 4 - Employee Ownership Trusts (1.0 CPE, CFP, CEPA)

This is the fourth module of the Certified Employee Ownership Advisor certificate program. 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...

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