The CEOA designation gives you an edge and a powerful new strategy for your clients
The CEOA designation gives you an edge and a powerful new strategy for your clientsAs the movement for employee ownership continues to grow, advisors play a crucial role in supporting businesses as they transition to this sustainable model. The Certified Employee Ownership Advisor (CEOA) program will give you an edge by expanding your portfolio of offerings. Built specifically for exit planners, CPAs, CFPs, wealth planners, attorneys and other advisors to small- and mid-sized businesses, this training will equip you with the knowledge and tools to effectively guide your clients through the complexities of employee ownership transitions.
This comprehensive eight-module program covers a range of topics essential to understanding and advising on employee ownership, including the benefits and challenges of transitioning to employee ownership, the different models of employee ownership and the financial and legal considerations involved in these transitions.
The CEOA program has been accredited by the National Association of State Boards of Accountancy (NASBA), the Exit Planning Institute (EPI) and the CFP Board. NASBA offers participants 8 hours of continuing professional education (CPE) credit. Participants can also earn 8 hours of CPE credit from the CFP Board. In addition, participants can earn 8.0 hours of EPI-CEPA credit for completing the CEOA program, as well as 1.0 hours for individual modules.
Enrollment for each of the modules is $59. All eight modules can be accessed by enrolling in the program for $339 — a 28% savings.
Employee ownership is a valuable strategy for small- to mid-sized business owners
Reach financial goals
EO helps owners achieve their financial goals by providing them with a built-in group of buyers (their employees) and often a highly tax-advantaged exit strategy.
Retain employees
EO allows owners to share the wealth generated by the business with the employees who helped build it, which can improve employee morale and retention.​
Preserve legacy
EO provides a way for owners to sell their business while keeping it within the community and preserving its legacy.
CEOA modules
Project Equity’s Certified Employee Ownership Advisor program offers flexibility for business advisors. You can enroll in individual modules for $59 each or choose the full CEOA designation track for a bundled price of $339.
Gain the knowledge and tools to help clients evaluate whether employee ownership aligns with their personal, business, and charitable objectives.
This course guides learners through the mechanics of employee ownership transitions, providing essential tools for project quarterbacking, accurate business valuation, and comprehensive transition planning.
This module equips philanthropic advisors with the knowledge to help clients evaluate and integrate employee ownership models into their charitable and legacy planning for maximum community impact.
Learn when these increasingly in-demand perpetual purpose trusts make sense and how their structure, tax treatment, and governance support long-term business continuity
Build confidence advising on ESOPs by understanding their structure, tax benefits, legal requirements, and governance considerations
Learn to evaluate, structure, and implement worker cooperatives that strengthen engagement, resilience, and financial sustainability for businesses and owners
Discover how employee ownership is reshaping business succession—and how you can advise clients through its core models
Learn to evaluate financial readiness, measure impact, and confidently communicate the advantages of employee ownership to your clients
