Announcement: EPI CEPA CE credit now available for Project Equity’s EO Advantage learning
- Zarin Kresge
We’re thrilled to announce that Project Equity’s EO Advantage learning products are now officially accredited for CEPA continuing education credit by the Exit Planning Institute (EPI)!
This means that all of our current on-demand courses now qualify for CE credit:
- ExitPro 101 – 2.0 hours (on-demand)
- Certified Employee Ownership Advisor (CEOA) program – 8.0 hours (on-demand)
- All individual course modules – 1.0 hour per module
Why this matters
This accreditation is a major milestone in our mission to equip business advisors with the knowledge and tools to bring employee ownership into the mainstream.
CEPAs and other professional advisors can now sharpen their skills and stay up to date on their CE requirements, while learning how to identify companies that are a strong fit for an employee ownership transition.
Meeting the succession challenge
Most U.S. businesses are small or “micro-sized”—well under the 40 employees / $1M EBITDA threshold that’s often considered the starting point for an Employee Stock Ownership Plan (ESOP). Yet, these businesses are also at the center of the “Silver Tsunami”: Millions of baby boomer owners looking to retire with limited succession options.
The Silver Tsunami represents the largest wealth transfer in history—bringing both serious risks to business continuity and massive opportunities for advisors to help clients preserve their legacy.
Employee ownership offers a powerful solution—but only if advisors are prepared to recommend it. That’s where CE-accredited education comes in.
A growing movement of advisors
We’re starting with CE credit for accountants (NASBA), financial planners (CFP), and exit planners (CEPA)—a community of more than 750,000 professionals nationwide. This group of trusted advisors represents a massive opportunity to guide small business owners toward succession strategies that are profitable, practical, and legacy-preserving.
In short: Project Equity’s new CEPA CE accreditation brings employee ownership into the professional advisor toolkit—right where it belongs.
Learn more
Interested in learning more? We’d be happy to connect with your team or local EPI chapter.
