Discover how employee ownership can be a transformative exit strategy for your clients. Advisors’ Edge: Unlocking Employee Ownership for Your Clients is a free training program for CPAs, financial planners, bankers and attorneys, presented by IA-CEO and brought to you in collaboration with the Employee Ownership Expansion Network (EOX) 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 enhance 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
The Team
Presenter
