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Recertification Modules

CEOA Recertification + Employee Ownership for Fractional CFOs (2.0 CPE, CFP, CEPA)


Description
Included in this bundle - (1) recertification elective course + (1) free Project Equity - client consultation sign up link.

The module "Employee Ownership for Fractional CFOs" equips fractional CFOs with the essential knowledge and tools to effectively manage employee ownership transitions. By understanding the financial, legal, and strategic aspects of these transitions, fractional CFOs can provide valuable guidance to businesses navigating this complex process. This module covers key topics such as structuring ownership plans, financial forecasting, and compliance with relevant regulations, ensuring that fractional CFOs can support their clients in achieving a smooth and successful transition.

Learning Objectives

Understand the financial implications and strategies for employee ownership transitions.
Develop expertise in structuring ownership plans tailored to client needs.
Ensure compliance with relevant laws and regulations during the transition process.
Provide strategic financial insights and forecasting to support business growth and stability.
Content
  • EO Advantage - Employee Ownership for Fractional CFOs - module 10
Completion rules
  • All units must be completed