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 | $59.00 EO ExitPro 101: Employee ownership for small business advisors (2.0 CPE, 2.0 CFP, 1.5 CEPA/CExP)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 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.
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 | $59.00 CPAs, CFPs, CEPAs 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... | ||||
 | $59.00 CPAs, CFPs, CEPAs 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... | ||||
 | $59.00 CPAs, CFPs, CEPAs 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... |
