Virtual
ExitPro 101 - Advice For Clients Seeking ESOPs and EOTs 2024
Date: Dec. 19, 2024
Time: 10 – 11 a.m. PT
Overview
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).
Product Code
1000003523-129577
Credit Type
CPE: 1CPE-Technical: 1Intended Audience
CPAs, Advisors and other financial professionals wanting to advise their clients of the benefits of ESOPs and EOTs.
NASBA Field of Study
Specialized Knowledge
Level of Difficulty
Overview
Prerequisites
None.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Why employee ownership is especially relevant now for CPAs and small business advisors.
- How employee ownership works (ESOPs, Worker cooperative and Employee Ownership Trust basics).
- Making employee ownership a relevant and profitable addition to your practice.
Other Dates
Faculty
Additional Details
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.