EO Advantage Learning Products
Employee ownership learning products for business advisors

The advisory industry is evolving—are you keeping up? With employee ownership (EO) on the rise, business owners need experts to advise them throughout the transition and beyond.

By understanding broad-based EO models—worker cooperatives, Employee Ownership Trusts (EOTs) and Employee Stock Ownership Plans (ESOPs)—you can expand your expertise, offer innovative strategies and differentiate yourself in the marketplace.

Project Equity provides accredited EO courses and certificate programs designed specifically for exit planners, CPAs, CFPs, wealth planners, attorneys and other advisors to small- and mid-sized businesses.

Explore our learning products

EO Advantage is Project Equity’s line of accredited EO courses and certificate programs designed specifically for exit planners, CPAs, CFPs, wealth planners, attorneys and other advisors to small- and mid-sized businesses.

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EOTs, ESOPs, Worker cooperatives

$59

This introductory course will introduce exit planners and advisors to the many advantages of being informed and ready to recommend employee ownership exit options for their small business owner clients when appropriate.
Certified EO Advisor program, EOTs, ESOPs, Financing, Legal, Worker cooperatives

$339

Explore employee ownership’s advantages and structures and how to leverage it to benefit clients in this 8-module online program
Certified EO Advisor program, EOTs, ESOPs, Worker cooperatives

$59

Part of the Certified EO Advisor Program, this module will enable participants to differentiate between different forms of broad-based employee ownership and understand the role of the Certified EO Advisor.
Certified EO Advisor program, ESOPs

$59

This module explores the structure, purpose and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them and analyze the governance and other important details of ESOPs.
Certified EO Advisor program, Worker cooperatives

$59

This module explores the structure, purpose and key features of worker cooperatives, evaluates the tax advantages and legal considerations specific to them and analyzes the governance and other important details of worker cooperatives.
Certified EO Advisor program, EOTs

$59

This module looks at the structure, purpose and key features of EOTs, evaluates the tax advantages and legal considerations associated with them and analyzes the governance and other important details of EOTs.
Certified EO Advisor program, Financing

$59

This module covers techniques to evaluate debt capacity in employee-owned businesses, measuring the impact of EO on company performance and effectively communicating the financial advantages of employee ownership to clients.
Certified EO Advisor program, Financing

$59

This module explores the lending prerequisites, the significance of personal guarantees, the submission process, funding sources and the types of financing required for full or partial conversion in employee-owned businesses.
Certified EO Advisor program, Legal

$59

This module explores how to adhere to EO compliance and legal obligations, navigates the documentation and filings specific to different EO forms and establishes mechanisms for maintaining ongoing legal compliance in employee-owned businesses.
Certified EO Advisor program, EOTs, ESOPs, Worker cooperatives

$59

This module will help you create a comprehensive EO implementation plan, incorporating education and fostering a supportive organizational culture, effectively communicating the transition process and providing continuous guidance to employee-owned businesses.

Our faculty are our difference

EO Advantage is Project Equity’s line of accredited EO courses and certificate programs designed specifically for exit planners, CPAs, CFPs, wealth planners, attorneys and other advisors to small- and mid-sized businesses.

David Gray

Director, Client Services at Project Equity

 COURSES: 

Alison Lingane

Founder and CEO of Ownership Capital Lab

 COURSES: 

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