December 8, 2026, 1-2 pm | Advisors’ Edge: Overview of Employee Ownership Models for CPAs, Exit Planners, and Attorneys (1 hr CE/CLE credit)

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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, CFP, EPI-CEPA, and BEI