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CPAs, CFPs, CEPAs

ExitPro Plus - CEOA Module 6: Financing employee ownership (1.0 CPE, CFP)


Description
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 partial or partial onramp to full conversion in employee-owned businesses.
Content
  • ExitPro Plus - Module 6 - (1.0 NASBA, CFP)
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 1 year