Employee Ownership Readiness Training for Advisors

FACULTY: Sulayman Nyang, Jr., Miyaka Cochrane

$59

1 hour CPE

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Flexible schedule

Any time, self-paced

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Build toward your CEOA designation

Evaluating your clients’ EO readiness

Advisors can’t just recommend employee ownership—they need to prove its feasibility. This Certified Employee Ownership Advisor course equips you with tools to run financial models, assess debt capacity, and measure EO’s impact on performance.

You’ll learn how to match client goals with the right EO model, communicate the financial upside, and build confidence with owners who are weighing this life-changing decision. Timely, data-backed guidance can make the difference between a deal moving forward or stalling out.

Learning objectives

By the end of this course, participants will be able to:

Assess the potential benefits of employee ownership for business clients
Apply criteria to recommend the most suitable employee ownership form considering costs, timelines, and resources
Utilize financial analysis techniques to evaluate debt capacity in employee-owned businesses
Measure the impact of employee ownership on company performance
Communicate the financial advantages of employee ownership to clients

Faculty

Our faculty aren’t just educators—they’re leaders in the field, bringing decades of hands-on experience to help advisors translate knowledge into impact.

Sulayman Nyang, Jr.

Financial Advisor, MBA, CEPA, Edward Jones

As an Edward Jones financial advisor, I am proud to serve a wide variety of clients across the country. Specifically, I work with serious individual investors, executives and multi-generational families to develop retirement, wealth accumulation and wealth transfer strategies. I also enjoy working with business owners and nonprofit organizations, with whom I create strategies to help with business succession, asset growth, tax strategies, charitable giving and wealth transfer. No matter the situation, my clients are assured that I will work tirelessly to help them achieve their goals confidently and comfortably. Additionally, I help my clients understand the investment world in terms they can understand so they know why I suggest a specific strategy and what to expect from it.

I have pursued extensive training in entrepreneurship and exit planning in order to further assist business owners with exit planning needs and executive compensation structures. I hold the Certified Exit Planning Advisor® designation, in addition to an MBA from the Porter Byrum School of Business at Wingate University.

I am honored to partner with clients throughout their lives by helping them not only plan for the expected but prepare for the unexpected with diverse protection strategies

Miyaka Cochrane

Director of Business Engagement & Partnerships

Miyaka is a multidisciplinary partnership manager who has spent time managing and growing businesses in food, accommodation, technology, and arts industries. In Texas he worked with small chain restaurant Freebirds to grow into a multi state brand by opening restaurants, implementing new procedures and employee development. Returning to his home state of California, he transitioned into the accommodation tech world to help vacation home owners and managers expand their businesses through technology and partnerships. In 2017 he joined industry nonprofit HEDNA where he was elected and served on the Future Leaders board to shape the future of the industry. He studied ensemble based physical theatre at the Dell’ Arte International School, and continues to be active in the bay area theatre scene as an actor, clown, and puppeteer. He brings his skills of collaboration, communication and problem solving from across industries to the business development team of Project Equity, working with partners and businesses to transition into employee owned business models.

Continuing education

Upon successful completion of the course, participants will receive 1 hour CPE.

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Interested in enterprise licenses or channel partnerships?

Project Equity is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.

Financial Analysis & Readiness Assessment has been approved for 1 hour(s) of continuing education (CE) credits by the Exit Planning Institute (EPI).

Financial Analysis & Readiness Assessment has been accepted by the Certified Financial Planner Board for continuing education credit. Upon successful completion of the program, 1 CE credit(s) will be granted by CFP Board.

Financial Analysis & Readiness Assessment

$59

1 hour CPE

Flexible schedule

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