Events & webinars

Introduction to Employee Ownership for CPAs, Exit Planners and Business Advisors

In the U.S., we are entering a demographic phase that’s been coined the “Silver Tsunami,” representing the great wave of baby boomer business owner retirements.

However, from your small business client’s perspective, selling their business may be very difficult, due to disinterested family members or not generating large enough revenue to attract a private equity buyer. Consequently, only 20% of small businesses put up for sale find a buyer. As a CPA, small business advisor or service provider, becoming more knowledgeable about employee ownership as a viable exit and succession planning strategy is a useful tool to add to your service portfolio.

In this webinar, you’ll learn:

  • To identify employee ownership types, features, benefits, advantages, and limitations.
  • To determine and recommend appropriate employee ownership options to clients when a fit with a client’s needs.
  • To analyze and engage additional employee ownership advisor partners when missing technical expertise.

Reserve your spot today!

Earn NASBA-approved CPE and IRS-approved CE via the Earmark app 
Register for CPE:

About the instructors:
Alison Lingane: Alison is the Co-founder, Chief Innovation and Investment Officer at Project Equity. Prior to launching Project Equity, Alison held executive roles at mission-driven businesses that are designed to have human impact at scale, including Benetech and InsideTrack. She brings those scaling lessons back full circle to her work at Project Equity, turning businesses into community change agents through employee ownership.