Those who offer professional services to small businesses in North Carolina, such as exit planners, financial advisors, and CPAs, are invited to dive deeper into employee ownership concepts through our upcoming ExitPro Workshops.
Crisis Facing North Carolina Businesses
We are experiencing a “Silver Tsunami” in North Carolina: Baby Boomers (who own half of all small businesses) are retiring and need to make a plan for their businesses.
Approximately 6 out of 10 business owners will attempt to sell their businesses in the next decade, yet many will struggle to find buyers. Faced with limited options, the harsh reality is that some may consider shutting down, a move that will negatively impact our local economies across the state.
But this glaring need also opens a window of opportunity for you to provide valuable guidance and support. As a trusted professional, you can help these business owners transition their companies in a way that is sustainable and preserves their hard-earned legacies.
Employee Ownership is the Answer
The North Carolina Center for Employee Ownership (NCEOC) is committed to empowering you with the knowledge and tools necessary to confidently advise your clients. Our ExitPro workshops are designed specifically for exit planners, bankers, wealth advisors, CPAs, and others providing professional services.
We are offering these workshops both in-person and virtually. Successful completion will earn you and your colleagues Continuing Education (CE) credits.
During these seminars, you’ll gain insights into employee ownership topics, including in-depth explorations of Employee Stock Ownership Plans (ESOPs), worker cooperatives, and Employee Ownership Trusts (EOTs). These EO structures can offer innovative solutions that meet the succession needs of your clients.
To bring these concepts to life and further help you explain the benefits to your clients, we include real-life case studies of North Carolina businesses that have successfully transitioned into an employee ownership model.
Benefits ExitPro Workshops
The knowledge you’ll gain from an ExitPro workshop will allow you to offer more comprehensive services to your clients. Understanding and advocating for EO structures can help you:
- Expand Your Service Offering: With robust knowledge in EO, you can offer unique succession planning solutions that differentiate you from your competitors.
- Grow Your Client Base: As you support business owners navigating their exit strategies, you will earn referrals for other retiring entrepreneurs who need your help.
- Increase Assets Under Management: Helping business owners transition smoothly can boost the assets you manage if you are a financial advisor.
- Networking Opportunities: Becoming involved in our workshops means you’ll expand your professional network with like-minded professionals passionate about improving North Carolina.
Two Ways to Get Involved
Attend a Workshop
Contact us today to arrange for a workshop for your team, or to join a workshop that is already scheduled. Equip yourself with knowledge to guide your clients through the complexities of the Silver Tsunami and ensure robust, locally-owned businesses for the future.
Sponsor a Workshop
We’re seeking sponsors who want to get in front of this audience of business advisors. Sponsoring our seminars provides a unique opportunity to connect with key players in the business transition landscape. Fill out our contact form to begin the conversation.
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