Are you prepared for the "Silver Tsunami"? In the United States, we are currently witnessing a demographic phenomenon known as the "Silver Tsunami," where a wave of baby boomer business owners is nearing retirement. This presents unique challenges, especially for small business owners who may not have interested family members to pass the business on to or those whose revenue isn't attractive to private equity buyers. If you're an exit planner, Certified Public Accountant (CPA), Certified Exit Planning Advisor (CEPA), or a stakeholder interested in small business ownership transitions, this webinar will provide you with a high-level overview of this critical issue.
As a small business advisor or service provider, expanding your knowledge and skill set is essential to offer your clients effective exit and succession planning strategies. Employee ownership is emerging as a viable option, offering an innovative solution for small business owners. In this CPE Finance webinar, we aim to inspire and activate exit planners, business advisors, and service providers. By promoting employee ownership, we can meet the growing demand for this approach and equip exit professionals with the tools to facilitate it.
The primary objective of this online course is to empower advisors to identify, educate, and refer small business clients to the most suitable employee ownership structure. This includes Employee Stock Ownership Plans (ESOPs), worker cooperatives, and Employee Ownership Trusts (EOTs). We'll also explore the numerous advantages of employee ownership, such as enhanced employee recruitment, retention, and engagement, which contribute to the preservation of quality jobs and the cultivation of an ownership culture.
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Join us for this CPE course, and gain insights that can lead to stronger companies, accelerated growth, and increased profits. It will ensure that you stay ahead in your field while fostering greater employee ownership awareness and boosting your practice's revenue and client retention.
Co-Founder, Project Equity
Alison Lingane has dedicated her career to enabling businesses to be a force for good. She started her career in community-based work, designing and leading micro-enterprise programs for urban youth. Inspired to gain skills to bring programs to scale that create real impact, she got her MBA and co-founded what is now the Global Social Venture Competition, the largest international business plan competition for double or triple-bottom-line businesses.
Prior to launching Project Equity, Alison held executive roles at mission-driven businesses that are designed to have a human impact at scale, including Benetech (where she built and launched their first product, a digital book service for individuals with visual or reading disabilities), Great Schools (the 6th largest parenting website, a nonprofit using information to drive school improvement), and InsideTrack (a venture-backed scaled services company that has delivered 1:1 coaching to millions of college students, resulting in increased college completion rates). She brings those scaling lessons back full circle to her work at Project Equity, turning businesses into community change agents through employee ownership.
A serial ‘social entrepreneur,’ Alison co-founded a thriving PreK-8th grade dual immersion school in Oakland (Escuela Bilingüe Internacional) that serves over 360 students. Alison has her B.A. from Harvard University and her MBA from the Haas School of Business. She has been selected as 2014 Echoing Green Fellow, a 2017-18 Aspen Institute Job Quality Fellow, a 2019 Ashoka Fellow, and a 2022-23 Rutgers Executive Fellow. She is also a recipient of the 2022 Heinz Award for the Economy.
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
70 Ratings
JR
May 4th, 2024
The presenter did a great job explaining and teaching on a topic I am not familiar with.
DG
Dec 6th, 2023
Very interesting option for succession of a family-owned business.
DF
Mar 24th, 2024
Great speaker and an interesting topic
SC
Nov 21st, 2023
one of the best presenters
DG
Nov 7th, 2023
Very informative webinar
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