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Certified Employee Ownership Advisor archives

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Dan Conklin CEOA Program testimonial

Getting better outcomes for my clients: review of the CEOA Program

Investment advisor Dan Conklin shares how the CEOA Program helped ...

EO changes succession planning conversation

How employee ownership changes the succession planning conversation

Employee ownership offers a strategic succession option, supported by advisor ...

Zolidar Helps Advisors Guide Business Owner Clients Through the Succession Labyrinth

Zolidar Helps Advisors Guide Business Owner Clients Through the Succession Labyrinth

WealthManagement.com

Employee ownership for attorneys graphic

Purpose meets practice: how understanding employee ownership strengthens my work as an attorney

Attorney Christopher Wingard shares how employee ownership strengthens client relationships, ...

Announcement: EPI CEPA CE credit now available for Project Equity’s EO Advantage learning

Announcement: EPI CEPA CE credit now available for Project Equity’s EO Advantage learning

Project Equity’s EO Advantage courses are now CEPA-accredited, giving advisors ...

Will Petter CEOA Program Testimonial

Helping clients exit with impact: review of the CEOA Program

Will Petter shares how the CEOA Program empowered him to ...

Chris Cucci CEOA Program testimonial

Why I became a Certified Employee Ownership Advisor

Chris Cucci shares how the CEOA Program enhanced his advisory ...

EOES CEOA Summit 2024 image

How employee ownership helps small and mid-sized businesses: what advisors need to know

Discover how employee ownership strengthens businesses by improving risk mitigation, ...

Neglected niche

Unlocking the neglected niche: new employee ownership strategies for advisors

Companies seen as too small for an ESOP are a ...

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