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CPAs, CFPs, CEPAs

ExitPro Plus - CEOA Module 5: Financial analysis and readiness assessment (1.0 CPE, CFP)


Description
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 financial analysis techniques to evaluate debt capacity in employee-owned businesses, measure the impact of employee ownership on company performance, and effectively communicate the financial advantages of employee ownership to clients.
Content
  • ExitPro Plus - Module 5 (1.0 NASBA) - Financial analysis and readiness
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 1 year