Archive for October 2026
December 8, 2026, 1-2 pm | Advisors’ Edge: Overview of Employee Ownership Models for CPAs, Exit Planners, and Attorneys (1 hr CE/CLE credit)
Tuesday, December 8th from 1-2 pm This virtual training will review how you can support your clients in selling their business at market rates to their employees through an Employee Stock Ownership Plan (ESOP), Worker Cooperative, or a newer model called an Employee Ownership Trust (EOT). 1 hour of CLE or CE credit for NASBA,…
Read MoreFour NC Companies Just Grew Employee Ownership — By Buying Other Businesses
Executive Summary: Four North Carolina-based employee-owned companies expanded this summer, not by going public or bringing in outside investors, but by acquiring other businesses and rolling those employees into their existing ownership structures. It’s a growth pattern worth understanding, whether you’re weighing an exit or advising someone who is. The conversation around expanding employee ownership…
Read More
English 
Spanish