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.