Self-Study On-Demand


1 CPE Credit

ESOP Series Module 6: Financing Employee Ownership

Self-Study On-Demand
1 CPE Credit

Learning Objectives

• Recognize requirements for personal guarantees
• Understand the submission process
• Determine types of financing needed

Major Topics

• Lending Prerequisites
• Funding Sources
• Financing Options

CPE Credits Available

1 CPE Credit
1
Specialized Knowledge

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Financial professionals who work with small business owners and advisors who lead or work on an owner's team of business succession planning professionals.

Provider

CalCPA California Society of CPAs

Purchase This Course

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  • MSCPA Non-Member

    $ 59 59
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