EO ExitPro 101 will help you present employee ownership as a profitable strategy for your clients
Are you a business advisor with clients nearing retirement? Are your clients looking to exit on their own terms? Are they looking for an exit strategy that benefits them and their employees?
If you have small business owner clients who need exit option recommendations, our EO ExitPro course can help. EO ExitPro 101 is an online, on-demand course that offers convenient continuing education opportunities and a framework for increasing practice revenue and client retention.
Project Equity’s EO ExitPro 101 course will:
- Equip you with the knowledge and tools to effectively serve in quarterback, point person or referral roles for employee ownership exit transitions for your clients
- Help you and your clients understand employee ownership profitability
- Provide you with subject matter expertise from fellow small business advisors in the industry
- Open up additional revenue opportunities by allowing you to offer EO exit planning services to your local business community
Employee ownership is a valuable strategy for small- to mid-sized business owners
Reach financial goals
EO helps owners achieve their financial goals by providing them with a built-in group of buyers (their employees) and often a highly tax-advantaged exit strategy.
Retain employees
EO allows owners to share the wealth generated by the business with the employees who helped build it, which can improve employee morale and retention.​
Preserve legacy
EO provides a way for owners to sell their business while keeping it within the community and preserving its legacy.
