ExitPro 101:
An Overview of Employee Ownership Models for
Business Advisors, CPAs & Exit Planners
1 hour of CE credit for NASBA, CFP, EPI-CEPA, and BEI
Who This Is For
Financial ADVISORS & CFPs
CPA's
Exit Planners
ESTATE PLANNING ATTORNEYS
ECONOMIC DEVELOPMENT PROFESSIONALS
General Business Advisors
Anyone who supports transitioning businesses
WHAT YOU WILL LEARN:
This training will review how you can advise business owners selling their business at market rates to their employees through an Employee Stock Ownership Plan (ESOP), Worker Cooperative, or a newer model called an Employee Ownership Trust (EOT)
HOW IT WORKS
ILCEO will come to your office or host a webinar with you and your colleagues. We ask for a minimum commitment of 5 RSVPs. We will coordinate registration.
Certification
After completing your course we will submit participant data to the relevant certification bodies including
CPE, CFP, EPI-CEPA, and BEI.
Are you a business owner who is thinking of transitioning out of your business?
Do you think selling to a third party is your only option?
Are you afraid of what will happen to your company, your employees, and the community “after the sale?”
Did you know employee ownership can be used as an exit planning tool and for business growth?
Maybe you haven’t thought about how Employee Ownership works.
Maybe you are confused about employee ownership but are interested in finding out more.
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Illinois Center for Employee Ownership
