November 10, 2025 | NCEOC Exit Pro Series

Overview of Employee Ownership Models for CPAs & Exit Planners

Free CE training for CPAs, financial planners & attorneys on employee ownership as an exit strategy. Earn 1hr NASBA, CFP, EPI-CEPA, BEI

Next webinar takes place on Monday, November 10, 2025, from 1-2 pm EST

This webinar will review how your clients can sell their business at market rates to their employees through an Employee Stock Ownership Plan (ESOP), Cooperative, or a newer model called Employee Ownership Trust (EOT). We will go over the benefits of employee ownership, including tax advantages, and how employee ownership keeps jobs, wealth (and advisors!) local while maintaining the founder’s legacy.

Attendees will earn CE credit (1 hour for NASBA, CFP, EPI-CEPA, and BEI), enhancing their professional expertise.