Overview of Employee Ownership Models for CPAs & Exit Planners
By North Carolina Employee Ownership Center (NCEOC)
Online event
Overview
Free CE training for CPAs, financial planners & attorneys on employee ownership as an exit strategy. Earn 1hr NASBA, CFP, EPI-CEPA, BEI
This webinar will review how your clients can sell their business at market rates to their employees through an Employee Stock Ownership Plan (ESOP), Cooperative, or a newer model called Employee Ownership Trust (EOT). We will go over the benefits of employee ownership, including tax advantages, and how employee ownership keeps jobs, wealth (and advisors!) local while maintaining the founder's legacy.
Category: Business, Finance
Good to know
Highlights
- 1 hour
- Online
Location
Online event
Frequently asked questions
Organized by
North Carolina Employee Ownership Center (NCEOC)
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