Benefits for business advisors

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. 

Announcing the 2024 Employee Ownership Equity Summit

You’re invited May 6-8 to our summit in Los Angeles where you will get a deep dive into employee ownership and how it can benefit your clients. Receive 8 hours of CPE credit to exit planners and CPAs. For a LIMITED TIME, enter early bird promo code: EOSUMMITADVISOR for $150 off now through April 22.

Watch “Employee Ownership 101 for Small Business Advisors, and Exit Planners”

A recorded webinar for business advisors and exit planners, hosted by the Exit Planning Institute.

The stress of selling your business can be relieved knowing that your employees are taken care of through an employee ownership transition.


Managing Director at Stratus
Wealth Advisors

Events & webinars

In the news

Interested in adding employee ownership to your client offerings?

We can help you identify good candidates already within your portfolio and show you how employee ownership transitions can expand your own business capabilities.

ExitPro 101 has been approved for 1.5 hours of continuing education (CE) credits by the Exit Planning Institute (EPI).

ExitPro 101 has been approved for 1.5 hours of continuing education (CE) credits by the Business Enterprise Institute (BEI). 

ExitPro 101 has been accepted by the Certified Financial Planner Board for continuing education credit. Upon successful completion of the program, 1.0 CE credit will be granted by CFP Board.