As a business advisor you are always looking for tools and strategies that enhance your ability to serve your clients. We have a tool that can benefit you and your clients.
Employee ownership—where company ownership is transferred to employees for a fair price— is a proven exit strategy that has been successfully implemented by thousands of businesses across the United States. These employee-owned companies range in size from very small (10-20 employees) all the way up to Publix Super Markets at over 230,000 employees. It is an attractive option for business owners who want to ensure the continued success and legacy of their business while also providing for their employees.
By offering employee ownership as a choice, small business advisors can differentiate themselves in the marketplace and position themselves as experts, which can help them attract and retain clients.
Accredited courses for small business advisors
Project Equity offers accredited EO ExitPro courses designed specifically for exit planners, CPAs, CFPs, wealth planners, attorneys and other small business advisors.
