Business advisors
Introduction to Employee Ownership for CPAs, Exit Planners and Business Advisors
In the U.S., we are entering a demographic phase that’s been coined the “Silver Tsunami,” representing the great wave of baby boomer business owner retirements. However, from your small business client’s perspective, selling their business may be very difficult, due to disinterested family members or not generating large enough revenue to attract a private equity
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Exit planners and financial advisors can now earn CE credit from Project Equity
Recognizing the important role that business advisors play in influencing whether business owners learn about or seriously consider employee ownership, Project Equity has developed learning products that provide continuing education credits for exit planners and financial advisors. We are proud to announce that these products are accredited by the two leading exit planning organizations (Exit
Exit planners and financial advisors can now earn CE credit from Project Equity Read More »
2024 EO Equity Summit – Business Advisor Track
Our second annual Employee Ownership Equity Summit is in Los Angeles May 6-8. We will offer a continuing education (CE) track, accredited by the CFP Board and NASBA for CPE for up to 8.0 hours of CE. This “learn and earn” opportunity will help you and your colleagues to spot, educate and refer small business owner