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Employee Ownership courses for small business advisors

Practical training to help you present employee ownership as a profitable exit 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.

For a limited time you can try our EO ExitPro 101 course for free!

START DATE: Any time, self-paced
EFFORT: 2 hours
PRICE: $79 Free
CREDIT: 1.5 CE

By accessing the early beta version of the course for free, you are committing to provide feedback to help us improve our offerings.

Project Equity’s EO ExitPro 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

Project Equity’s EO ExitPro 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

Project Equity offers accredited EO ExitPro courses designed specifically for exit planners, CPAs, CFPs, wealth planners, attorneys and other small business advisors. The courses cover a wide range of topics, from the basics of employee ownership to more advanced strategies for maximizing the benefits of employment ownership as an exit strategy option for small business owners.

Employee ownership is a valuable exit strategy for small 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.

Employee ownership is a proven exit strategy

EO 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.

Advisory council

We would like to extend our gratitude to the expert business advisors who helped provide content and feedback for this course.

Jordan Burg
CMO
CSG Partners

Alexandra Devendra
Owner, Attorney
Aligned Law

Terry Heiney
NASBA Compliance, Managing Member
Acme Training

Jeremy Huish
JD, CPA
Corporate Transition Consulting

Sarah Kaplan
Partner
Cutting Edge Counsel

Martin Staubus
Senior Consultant, Former Executive Director
UCSD Beyster Institute

limited time offer

Try our EO ExitPro 101 course for free!

Maximize profitable business sales with our EO ExitPro course for small business advisors.

START DATE: Any time, self-paced

EFFORT: 2 hours

PRICE: $79 Free

CREDIT: 1.5 CE

We invite you to participate to expand your own knowledge of EO.

By accessing the early beta version of the course for free, you are committing to providing feedback to help us improve our offerings.

To take our EO ExitPro 101 course for free, simply follow the registration link.

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