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|---|---|---|---|---|---|
 | $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... | ||||
 | $59.00 EO Advantage series 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... | ||||
 | $59.00 EO Advantage series 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... | ||||
 | $59.00 EO Advantage series 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... | ||||
 | $59.00 EO Advantage series 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... | ||||
 | $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.
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 | $59.00 CPAs, CFPs, CEPAs 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... | ||||
 | $59.00 CPAs, CFPs, CEPAs 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... | ||||
 | $59.00 CPAs, CFPs, CEPAs 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... | ||||
 | $59.00 CPAs, CFPs, CEPAs 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... |
