Advisors’ Edge: Unlocking Employee Ownership for Your Clients
Discover how employee ownership can be a transformative business exit strategy for your clients. This is a free training program for CPAs, financial planners, and attorneys, brought to you in collaboration with the Employee Ownership Expansion Network and Project Equity. This course equips trusted advisors with the tools and insights needed to guide their clients through a transition to employee ownership.
Attendees will earn CE credit (1 hour for NASBA and CFP, 1 hour for EPI-CEPA and BEI), enhancing their professional expertise while learning about:
●The fundamentals of employee ownership structures.
●The financial and tax benefits of employee ownership.
●Best practices for supporting business owners considering employee ownership as an exit strategy.
Empower your clients to build enduring legacies, retain jobs in their communities, and unlock new possibilities for their businesses—all while elevating your practice with actionable, accredited knowledge.
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