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Course
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 introductory 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.
ExitPro Plus - CEOA Module 1: Introduction to employee ownership – a deeper dive (1.0 CPE, CFP)
$69.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 1: Introduction to employee ownership – a deeper dive (1.0 CPE, CFP)
This module will enable participants to differentiate between different forms of broad-based employee ownership and understand the role of the Certified Employee Ownership Advisor.
ExitPro Plus - CEOA Module 2: Employee Stock Ownership Plans (1.0 CPE, CFP)
$69.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 2: Employee Stock Ownership Plans (1.0 CPE, CFP)
This module will enable participants to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs.
ExitPro Plus - CEOA Module 3: Worker cooperatives (1.0 CPE, CFP)
$69.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 3: Worker cooperatives (1.0 CPE, CFP)
This module will enable 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 analyze the governance and other important...
ExitPro Plus - CEOA Module 4 - Employee Ownership Trusts (1.0 CPE, CFP)
$69.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 4 - Employee Ownership Trusts (1.0 CPE, CFP)
This module will enable 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 analyze the governance and other important details of...

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