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

Attendees will also earn CE credit:

• 1 hour from NASBA
• 1 hour from CFP
• 1 hour from EPI-CEPA and/or
• 1 hour from BEI

🌱 Plant the Seed: Help your clients start thinking about employee ownership as a smart succession planning strategy. Empower them 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 for this free class to secure your spot and join the movement toward building stronger businesses and communities through employee ownership!

Date:  June 18, 2025 - 5:00pm - 6:30pm

Location:  SingleSpeed Brewing Co., 325 Commercial St, Waterloo, IA  

Advisors' Edge | Iowa Center for Employee Ownership