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

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 ExitPro 101: Employee ownership for small business advisors (2.0 CPE, 2.0 CFP, 1.5 CEPA/CExP)
$59.00
CPAs, CFPs, CEPAs
EO ExitPro 101: Employee ownership for small business advisors (2.0 CPE, 2.0 CFP, 1.5 CEPA/CExP)
This course will 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.
EOX / Project Equity - ExitPro 101 Train the Trainer Resource Center
EOX
EOX / Project Equity - ExitPro 101 Train the Trainer Resource Center
For certified EOX / Project Equity trainers only. Please bookmark this link for easy access to the TTT learning resource center.
ExitPro Plus - CEOA Module 1: Introduction to employee ownership – a deeper dive (1.0 CPE, CFP)
$59.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 1: Introduction to employee ownership – a deeper dive (1.0 CPE, CFP)

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

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

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

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...

ExitPro Plus - CEOA Module 5: Financial analysis and readiness assessment (1.0 CPE, CFP)
$59.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 5: Financial analysis and readiness assessment (1.0 CPE, CFP)

This is the fifth module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to assess and communicate the potential benefits of EO for their business clients.

  • Evaluating how...
ExitPro Plus - CEOA Module 6: Financing employee ownership (1.0 CPE, CFP)
$59.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 6: Financing employee ownership (1.0 CPE, CFP)

This is the sixth module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to comprehend the lending prerequisites, evaluate the significance of personal guarantees, navigate the...

ExitPro Plus - CEOA Module 7: Legal and regulatory considerations (1.0 CPE, CFP)
$59.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 7: Legal and regulatory considerations (1.0 CPE, CFP)

This is the seventh module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to ensure adherence to compliance and legal obligations concerning employee ownership, navigate the...

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