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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 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 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...

ExitPro Plus - CEOA Module 8: Implementation and ongoing support (1.0 CPE, CFP)
$59.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 8: Implementation and ongoing support (1.0 CPE, CFP)

This is the eighth module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to create a comprehensive implementation plan for employee ownership, incorporating strategies for...

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