Date: Dec. 19, 2024
Time: 10 – 11 a.m. PT
This module aims to provide high overview training to Certified Public Accountants (CPAs)and other small business advisor stakeholders with an interest in facilitating small business ownership transitions. This course will help CPAs and advisors spot, educate and refer their small business clients to the most suitable broad-based employee ownership form, including Employee Stock Ownership Plans (ESOPs), worker cooperatives and Employee Ownership Trusts (EOTs).
1000003523-129577
CPAs, Advisors and other financial professionals wanting to advise their clients of the benefits of ESOPs and EOTs.
Specialized Knowledge
Overview
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This is a pre-recorded broadcast with content provided through our partnership with Project Equity. The Instructor will be available to answer questions via the chat feature.