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At the end of this module, participants will be able to ensure adherence to compliance and legal obligations concerning employee ownership, navigate the documentation and regulatory filings specific to different employee ownership forms, and establish mechanisms for maintaining ongoing legal compliance in employee-owned businesses.
1000004149
Online Self-Study
Financial professionals who work with small business owners and advisors who lead or work on an owner's team of business succession planning professionals.
Specialized Knowledge
Basic
None
None
This content is provided through our partnership with Project Equity.