Advisors’ Edge: Unlocking Employee Ownership for Your Clients is a free training program for CPAs, financial planners, and attorneys, brought to you in collaboration with the Employee Ownership Expansion Network and Project Equity. This course equips trusted advisors with the tools and insights needed to guide their clients through the transition to employee ownership.
Attendees will earn CE credit (1 hour for NASBA and CFP), enhancing their professional expertise while learning about:
- The fundamentals of employee ownership structures.
- The financial and tax benefits of employee ownership.
- Best practices for supporting business owners considering employee ownership as an exit strategy.
Empower your clients to build enduring legacies, retain jobs in their communities, and unlock new possibilities for their businesses—all while elevating your practice with actionable, accredited knowledge.
Register now to secure your spot and join the movement toward building stronger businesses and communities through employee ownership!
