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EO ExitPro 101: Employee ownership for small business advisors (2.0 CPE, 2.0 CFP, 1.5 CEPA/CExP)


Description

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.

  • Knowledge and tools to lead, coordinate or refer EO transitions
  • Understanding of EO profitability
  • Subject matter expertise from fellow business advisors

Continuing education

Upon successful completion of the course, participants will receive 2.0 hours of NASBA and CFP Board CPE and 1.5 hours of EPI-CEPA and BEI CPE.

Content
  • ExitPro 101 - Employee ownership for small business advisors
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 1 year
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