Lunch & Learn: Unlocking Employee Ownership for Your Clients

Half of the privately held businesses in North Carolina are owned by baby boomers. As our local business landscape is shifting, your clients may be facing retirement. There is one way to support your client's transition, cultivate a positive impact on the local community, and keep businesses local: employee ownership.

In collaboration with SES ESOP Strategies, an ESOP consulting company, discover how employee ownership can be a transformative business exit strategy for your clients. This is a free training program for service providers, CPAs, financial planners, and attorneys. This course equips trusted advisors with the tools and insights needed to guide their clients through a transition to employee ownership.

Attendees will earn CE credit (1 hour for NASBA and CFP and 1 hour for EPI-CEPA), enhancing 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.

Empower your clients 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.

Boxed lunch sandwiches will be provided

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