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CPAs, CFPs, CEPAs

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


Description
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.
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