Employee Ownership Financing Training for Advisors

FACULTY: Leah Turnbull

$59

1 hour CPE

Course is not yet rated

Flexible schedule

Any time, self-paced

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Build toward your CEOA designation

Becoming an indispensable advisor

Securing financing is often the make-or-break moment in EO transitions. This Certified Employee Ownership Advisor course prepares you to guide clients through funding options, from senior debt to seller financing, while understanding lender requirements and the realities of personal guarantees.

With practical insights into the lending process and access to alternative capital sources, you’ll gain confidence in structuring deals and supporting clients through successful transactions. Without this expertise, even the best EO plans risk collapsing.

Learning objectives

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

Comprehend the lending prerequisites for employee ownership transitions
Evaluate the significance of personal guarantees in financing decisions
Navigate the submission process for financing proposals
Explore various funding sources and their applicability
Identify the types of financing required for partial or full conversion to employee-owned businesses

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.

Leah Turnbull

Managing Director and National ESOP Practice Lead - Corporate Advisory at BMO

Leah is a managing director and the national ESOP practice lead within BMO Corporate Advisory. She is dedicated to advising boards of directors and C-level executives on corporate finance topics such as ESOPs, dividend recaps, acquisition strategies, share repurchases, and valuation perspectives. Leah has over 15 years of experience assisting businesses with new ESOP formations and navigating complex ESOP structuring issues. She started her career focused on valuation and issuing fairness and solvency opinions.

Continuing education

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

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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.

Financing Employee Ownership has been approved for 1 hour(s) of continuing education (CE) credits by the Exit Planning Institute (EPI).

Financing Employee Ownership 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.

Financing Employee Ownership

$59

1 hour CPE

Flexible schedule

Get certified