ExitPro: Overview of Employee Ownership Models for CPAs & Exit Planners

1 hour of CE credit for NASBA, CFP, EPI-CEPA, and BEI

This virtual training will review how you can support your clients selling their business at market rates to their employees through an Employee Stock Ownership Plan (ESOP), Worker Cooperative, or a newer model called an Employee Ownership Trust (EOT)

Who This Is For

CPA's

Financial Planners

Exit Planners

Succession Advisors

General Business Advisors

consultants & Service provides

Anyone who supports transitioning businesses

Your Hosts

North Carolina Employee Ownership Center (NCEOC)

NCEOC supports business owners and professionals across the state through education, resources, and hands-on guidance. Our goal is to make employee ownership easier to understand — and easier to implement.

What You'll Learn

Reserve Your Spot

in collaboration with

Questions?

If you need support or have accessibility requests, you're welcome to reach out.

(651) 319-1874

1405 S Fern StreetBox 534 Arlington, VA 22202

info@eoxnetwork.org

@eoxnetworkorg