Training for business advisors
Practical courses 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.
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
- Count toward your CE credit for CFP (1 hour) and EPI-CEPA (1.5 hours)
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.
ExitPro 101 has been accepted by the Certified Financial Planner Board for continuing educational credit. Upon successful completion of the program, 1.0 CE credit will be granted by the CFP Board.
ExitPro 101 has also been approved for continuing education credits by the Exit Planning Institute.
Employee ownership is a valuable exit strategy for small business owners
We would like to extend our gratitude to the expert business advisors who helped provide content and feedback for the EO ExitPro course.
Financial Advisor and Founder, Stratus Wealth Advisors
Sam Brownell, CVA, CFA, MBA has been a financial professional since 2006 and formed Stratus Capital Management in July 2013 to provide goals-based financial planning and investment management to individuals, families, and independent business owners. As the firm grew, an increasing number of independent business owners sought Sam’s advice on their short and long-term planning needs, including valuation, tax strategy, business continuity planning, and succession planning. In 2019, Sam obtained the CVA certification from the National Association of Certified Valuators and Analysts (NACVA) in order to better serve the valuation and succession planning needs of his independent business owner clients.
Sam earned his BA in Economics from Loyola University in Maryland and his MBA from the University of Maryland’s Robert H. Smith School of Business. Prior to forming Stratus Wealth Advisors, Sam worked in trading, valuation, and research at two investment banks, where he became a CFA Charterholder, and was an economic consultant analyzing structured financial products and other fixed income securities.
In his free time, Sam gives back to his community as treasurer of a local, DC-area non-profit focused on teaching children to swim, and he is also an avid fly fisherman. Sam and his wife, Sara, reside in Kensington, MD, with their sons Felix and Finn.
NASBA Compliance, Managing Member, Acme Training
Terry Heiney, Ph.D., has nearly 50 years of experience in corporate training and education consulting with emphasis in media and online delivery.
He owned and managed Acme Training since the 1990’s. It was acquired by The Learning Network, a full service LMS company, in the early 2000’s. In, He was the President of The Learning Network, and managed it for a group of investors from 2000 to 2019. Since he has operated Acme Training, LLC to complete consulting products in EdTech.
He has served as a member of the National Association of State Boards of Accountancy’s (NASBA) CPE Standards Working Group since 2010. In this capacity, Terry has applied his background in educational theory, instructional design, and instructional technology to the development of continuing education standards for the accounting profession in the United States.
Business Exit Planning Advisor, Barrington Wealth Management
Chloe’s focus on the BWM team is aligning a business owner’s business plan with their family’s personal financial plan. As a Certified Exit Planning Advisor, Chloe’s expertise is walking alongside a business owner and their family in a structured process that works to optimize their business and personal outcomes at the time of a transition.
With a B.A. in Justice and Peace Studies and Certificate in Entrepreneurship from Georgetown University, Chloe’s focus has been on sustainable development through microfinance and entrepreneurship. She believes that there is power and courage in capital and one of the best ways to have this courage is through business creation and ownership. Prior to joining Barrington Wealth Management, Chloe worked as a Business Development Associate for a startup financial data company. During that time, she developed a keen understanding of niche investment opportunities for socially responsible investors.
Growing up, Chloe watched her Dad work hard to grow BWM. She jokes that the business is like a member of the family – always there, growing and developing alongside everyone else! From watching her Dad run the business to now being a part of it, Chloe sees how a business owner’s business needs to be protected, developed and harvested like any other asset. She has a heart for working with other family businesses and those passionate about international service and justice.
CMO, CSG Partners
Jordan Burg guides CSG Partners’ comprehensive ESOP awareness efforts. By leveraging his broad creative, financial, and entrepreneurial experience, Jordan helps introduce the unique benefits employee stock ownership plans to closely-held companies and their trusted advisors. A content-focused marketing professional, Jordan has established CSG as go-to employee ownership resource through a series of educational initiatives.
Formative career stops at National Football League Films and the Anti-Defamation League fueled his passion for elucidating complex concepts and crafting media for diverse audiences. After earning his MBA, Jordan shifted his focus to financial services and joined the corporate marketing team at M&T Bank. As VP for Digital Product Marketing, he led two of the bank’s largest product launches while building a programmatic infrastructure to promote mobile and online services. In five years at M&T, he also managed a number of sponsorship and social media programs.
Jordan joined CSG after leading a multi-year turnaround and disposition effort for The ASCA Group, a New York-based real estate enterprise. He previously served as a marketing committee member for the Buffalo Philharmonic Orchestra and as member of the United States Presidential Inaugural Committee.
JD, CPA, Corporate Transition Consulting
It’s no wonder that Jeremy Huish understands how to structure deals that protect both the immediate and future interests of owners, companies and employees. In addition to 20 years of professional experience, the man has two accounting degrees and two law degrees. That education, wedded to vast experience, has positioned him to lead — in business development, investment banking, succession planning and ESOP implementation. With his command as a certified public accountant and attorney, at Corporate Transition Consulting, Jeremy specializes in succession planning, helping ownership transition to their futures — ethically, effectively and profitably.
For the last decade, Jeremy advised closely-held businesses, public companies, governments, and not-for-profits on risk management and captive insurance company issues. He was a frequent speaker at industry conferences and author of several articles published in industry journals. Earlier in his career, in Washington, D.C., he was tax attorney for a Big 4 firm and an international law firm. His degrees include: Arizona State Univ. (BS, Accounting); Brigham Young University (Masters, Accounting); Brigham Young (Juris Doctorate); and Georgetown University (LL.M.in Taxation). Married, Jeremy’s three sons definitely require him to exercise his leadership skills on the home front.
Owner, Attorney, Aligned Law
Alix is the founder of Aligned Law, a Portland, Oregon-based law firm serving purpose-driven businesses. She was inspired to start the firm when she realized that innovative and heart-centered entrepreneurs need lawyers who understand the new ways of doing business. Alix has served clients in many different capacities including advising start-ups on business formation, negotiating purchases and sales, and counseling clients in conflict.
Alix’s many volunteer activities include serving on the steering circles of the Cooperative Professionals Guild and the Oregon New Economy Project, as well as the Public Service Committee of the Multnomah Bar Association.
Prior to starting Aligned Law, Alix practiced corporate employment law and complex commercial litigation at Nixon Peabody, a Global 100 law firm. She graduated first in her class from Case Western Reserve University School of Law and holds a degree in French from Pomona College.
Outside of work Alix enjoys spending time with her husband and two children, discovering new playgrounds to explore—often followed by a trip to Salt & Straw.
Partner, Cutting Edge Counsel
Sarah’s mission as a lawyer at Cutting Edge Counsel, is to support local economies that are equitable and ecologically sustainable. Since 2012 she has served numerous cooperatives, including consumer, worker, producer, and platform cooperatives. She has handled formations, equity and debt financing, and contract issues for these cooperatives. Sarah enjoys drafting creative organizational documents that implement cooperatives principles and cooperative tax advantages. Sarah also focuses on services for capital-raising. She has supported both cooperative and privately owned businesses in “family-and-friends,” registered public, and exempt public offerings.
Sarah previously served as an Assistant Illinois Attorney General, handling hundreds of complaints from citizens seeking to hold their governments accountable under the Illinois Freedom of Information Act and Open Meetings Act. Sarah graduated magna cum laude from Chicago-Kent College of Law in 2010.
After living in Chicago for 12 years and the Bay Area for three years, Sarah moved with her spouse and two kids to the St. Louis, Missouri area, where she is renovating a home, growing a garden, and getting involved in local solidarity economy efforts. She is licensed to practice law in Illinois and California.
Managing Director, Lazear Capital Partners
Abran Villegas is a native of Albuquerque and has spent the last 23 years in banking. At Lazear Capital Partners, his focus is on finding creative solutions for his clients. Areas of expertise include Solar, Tax Credits, Owner Occupied Real Estate, Contractors and Middle Market Businesses.
He holds a Bachelor’s from Georgetown and an MBA from Thunderbird School of Global Management. He plays in a mariachi and also serves on various nonprofit boards. Charitable work includes the Maricopa Community College Foundation, Ronald McDonald House, Tiempo, Inc. and SW Center for HIV and Aids.
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.