EO ExitPro 101
Employee Ownership for Small Business Advisors
2.0 CPE, 2.0 CFP, 2.0 CEPA, 2.0CExP
- 5 Stars (Average Review)
Position your practice for the $1 Trillion wealth transfer. Leverage the frameworks to lead successful employee ownership transitions.
EO ExitPro 101 is an introductory course for exit planners and other business advisors. At the end of this module, participants will have the knowledge and frameworks for increasing practice revenue and client retention.
- Knowledge and tools to lead, coordinate or refer EO transitions
- Understanding of EO profitability
- Subject matter expertise from fellow business advisors
Continuing Education
Upon successful completion of the course, participants will receive 1.5 hours of California MCLE as well as NASBA, CFP Board and EPI CPE.
This course awards a certificate! Complete the course to acquire it.
