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ExitPro Plus - CEOA Module 5: Financial analysis and readiness assessment (1.0 CPE, CFP)
$69.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 5: Financial analysis and readiness assessment (1.0 CPE, CFP)
This module will enable participants to assess the potential benefits of employee ownership for their business clients, apply criteria to recommend the most suitable employee ownership form considering costs, timelines, and resources, utilize...
ExitPro Plus - CEOA Module 6: Financing employee ownership (1.0 CPE, CFP)
$69.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 6: Financing employee ownership (1.0 CPE, CFP)
This module will enable participants to comprehend the lending prerequisites, evaluate the significance of personal guarantees, navigate the submission process, explore various funding sources, and identify the types of financing required for...
ExitPro Plus - CEOA Module 7: Legal and regulatory considerations (1.0 CPE, CFP)
$69.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 7: Legal and regulatory considerations (1.0 CPE, CFP)
This module will enable participants to ensure adherence to compliance and legal obligations concerning employee ownership, navigate the documentation and regulatory filings specific to different employee ownership forms, and establish mechanisms...
ExitPro Plus - CEOA Module 8: Implementation and ongoing support (1.0 CPE, CFP)
$69.00
CPAs, CFPs, CEPAs
ExitPro Plus - CEOA Module 8: Implementation and ongoing support (1.0 CPE, CFP)
This module will enable participants to create a comprehensive implementation plan for employee ownership, incorporating strategies for investing in education and fostering a supportive organizational culture, effectively communicating the...

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