Certified Employee Ownership Advisor (CEOA) program
Project Equity
Online course · Up to 8 hours, self-paced (CPE credit) · For: Trainers / facilitators, Owners / executives
Project Equity's professional designation for business advisors. Eight short online modules cover the main ownership models, how deals are financed, legal requirements and what happens after closing. Sold as a bundle or module by module, with CPE credit.
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Problems it helps with
- My clients ask about selling to employees and I can't answer
- I don't know how to value a business for an employee buyout
- I'm not sure which ownership model fits which kind of company
- I need CPE credits and want them to be useful
What it covers
- Core employee ownership models: ESOPs, worker co-ops, EOTs
- Financial readiness and financing the deal
- Legal and regulatory requirements
- Implementation and support after the sale
Topics: Ownership models · Reading financials