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DTSTART;TZID=America/New_York:20251202T130000
DTEND;TZID=America/New_York:20251202T140000
DTSTAMP:20260115T184820Z
CREATED:20251024T142608Z
LAST-MODIFIED:20260115T184820Z
UID:10000012-1764680400-1764684000@eoequals.org
SUMMARY:EO Advantage: Unlocking Employee Ownership for Your Clients
DESCRIPTION:Over half of all U.S. business owners are 55 or older\, and the looming “Silver Tsunami” of retirements is expected to impact nearly 2.9 million businesses. Yet selling a business is no easy feat—only 20% find a buyer\, and less than 30% transition to the next generation. That leaves over half of these businesses at risk of closure. Employee ownership offers a compelling alternative—one that checks key boxes for exiting owners\, including liquidity\, legacy\, and fair valuation\, while preserving local jobs and community-rooted businesses. While the Silver Tsunami presents real risks to business continuity\, it also creates opportunity. This session will equip exit planners and business advisors with insights into employee ownership as a practical\, profitable succession strategy—and a way to stand out in a competitive advisory landscape. \nLearning objectives:\n\nUnderstand why employee ownership is especially timely in today’s business landscape\nLearn how to incorporate employee ownership into your advisory practice\nExplore the key steps involved in an employee ownership transition and how to identify if a company is  a fit for a transition\nGet familiar with the three primary models of broad-based employee ownership: ESOPs\, worker cooperatives\, and employee ownership trusts\nIdentify next steps and resources for deepening your knowledge or supporting client transitions\n\n  \nPanelists:\n\n\n\nStacey Smith\, Head of Programs\, Project Equity\nZarin Kresge\, Associate Director of Learning Products\, Project Equity\n\n\n\n  \n  \n  \nClick here to register for this event
URL:https://eoequals.org/events/eo-advantage-unlocking-eo/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://eoequals.org/wp-content/uploads/2025/10/12.02.25-webinar.webp
ORGANIZER;CN="Project Equity":MAILTO:dallas@project-equity.org
LOCATION:https://eoequals.org/events/eo-advantage-unlocking-eo/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251106T110000
DTEND;TZID=America/Los_Angeles:20251106T120000
DTSTAMP:20260115T184833Z
CREATED:20251024T140249Z
LAST-MODIFIED:20260115T184833Z
UID:10000011-1762426800-1762430400@eoequals.org
SUMMARY:Demystifying Employee Ownership Trusts (EOTs)
DESCRIPTION:Employee Ownership Trusts (EOTs) are one of the fastest-growing ways for business owners to transition their company—but if you’re like many people\, you still have more questions than answers. That’s why we’re hosting this expert webinar to dive deeper into the developing world of EOTs. \nWe’ll cover some of the most common questions we get about EOTs and explore: \n\nWhat an EOT is\nWhat employee benefits and ownership can look like\nPathways to financing an EOT transition\nReal-world examples from companies that have transitioned to an EOT\n\nDon’t miss this opportunity to discover how EO can transform your workforce! \nPanelists:\n\n\n\nDavid Gray\, Director of Client Services\, Project Equity\nMegan Gordon\, Senior Manager of Business Engagement & Partnerships\, Project Equity\n\n\n\n  \n  \n  \nClick here to register for this event
URL:https://eoequals.org/events/demystifying-eots/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://eoequals.org/wp-content/uploads/2025/10/EOT_Webinar_email_header-1000x350-1.webp
ORGANIZER;CN="Project Equity":MAILTO:dallas@project-equity.org
LOCATION:https://eoequals.org/events/demystifying-eots/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250924T120000
DTEND;TZID=America/Los_Angeles:20250924T130000
DTSTAMP:20260115T184839Z
CREATED:20250716T224925Z
LAST-MODIFIED:20260115T184839Z
UID:10000010-1758715200-1758718800@eoequals.org
SUMMARY:Determining Your Business Value
DESCRIPTION:This webinar is part of a three-week series that covers exit options\, valuation basics\, and expert advice to prepare you for a smooth exit. Whether you’re planning to sell\, pass down\, or restructure\, this program will provide the guidance you need to make informed decisions for a successful transition. \n\nDetermining Your Business Value\nUnderstanding what your business is worth is essential to a successful transition. In this session\, we’ll dive into the core valuation methods—asset-based\, income-based\, and market-based—and discuss how buyers view business value\, along with steps you can take to improve valuation readiness. \n \n\n  \nClick here to register for this event
URL:https://eoequals.org/events/determining-your-business-value/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/avif:https://eoequals.org/wp-content/uploads/2025/07/https___cdn.evbuc_.com_images_893634933_15602720827_1_original.avif
LOCATION:https://eoequals.org/events/determining-your-business-value/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250917T120000
DTEND;TZID=America/Los_Angeles:20250917T130000
DTSTAMP:20260115T184952Z
CREATED:20250716T222422Z
LAST-MODIFIED:20260115T184952Z
UID:10000009-1758110400-1758114000@eoequals.org
SUMMARY:Understanding Types of Employee Ownership
DESCRIPTION:This webinar is part of a three-week series that covers exit options\, valuation basics\, and expert advice to prepare you for a smooth exit. Whether you’re planning to sell\, pass down\, or restructure\, this program will provide the guidance you need to make informed decisions for a successful transition. \n\nUnderstanding Types of Employee Ownership\nExplore the various forms of employee ownership and how they can serve as succession strategies. This session will introduce you to the basics of Employee Stock Ownership Plans (ESOPs)\, Employee Ownership Trusts (EOTs)\, and Worker Cooperatives\, including their structures\, benefits\, and considerations for implementation. \n \n\n  \nClick here to register for this event
URL:https://eoequals.org/events/understanding-types-of-employee-ownership/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/avif:https://eoequals.org/wp-content/uploads/2025/07/https___cdn.evbuc_.com_images_893634933_15602720827_1_original.avif
LOCATION:https://eoequals.org/events/understanding-types-of-employee-ownership/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250910T120000
DTEND;TZID=America/Los_Angeles:20250910T130000
DTSTAMP:20260115T185000Z
CREATED:20250716T221900Z
LAST-MODIFIED:20260115T185000Z
UID:10000008-1757505600-1757509200@eoequals.org
SUMMARY:Beginning the Exit Process
DESCRIPTION:This webinar is part of a three-week series that covers exit options\, valuation basics\, and expert advice to prepare you for a smooth exit. Whether you’re planning to sell\, pass down\, or restructure\, this program will provide the guidance you need to make informed decisions for a successful transition. \n\nBeginning the Exit Process\nHave you thought about exiting your business\, but are not sure where to start? This session will guide you through the early stages of exit planning. We’ll cover the key exit strategies—whether selling to an outside buyer\, passing the business to family\, or transitioning to employees—and provide tools\, resources\, and important questions to help you begin charting your path forward. \n  \n \n  \nClick here to register for this event
URL:https://eoequals.org/events/beginning-the-exit-process/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/avif:https://eoequals.org/wp-content/uploads/2025/07/https___cdn.evbuc_.com_images_893634933_15602720827_1_original.avif
LOCATION:https://eoequals.org/events/beginning-the-exit-process/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250424T140000
DTEND;TZID=America/New_York:20250424T150000
DTSTAMP:20260115T185009Z
CREATED:20250330T141224Z
LAST-MODIFIED:20260115T185009Z
UID:10000007-1745503200-1745506800@eoequals.org
SUMMARY:ExitPro 101: Employee Ownership for Small Business Advisors and Accountants
DESCRIPTION:This online course will explore the many advantages of being informed and ready to recommend employee ownership exit options for their small business owner clients when appropriate.   \nThis session is specifically tailored to accounting\, tax\, and lending professionals to provide a closer look on private company transitions and advisory support needed when business owners sell their business to their employees.  We’ll also discuss financing options and tax implications unique to worker cooperatives as an owner business exit strategy.  The session will provide several case studies of successful worker-cooperative transitions.  \nNon-members\, register for free using this promo code: PE-VIP99$ \nPresenter:\n\nStacey Smith\, Senior Vice President & Head of Programs\, Project Equity\n\n  \nClick here to register for this event
URL:https://eoequals.org/events/exitpro-101-employee-ownership-for-small-business-advisors-and-accountants/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://eoequals.org/wp-content/uploads/2025/03/NSAC_ExitPro_101_webinar.webp
ORGANIZER;CN="Project Equity":MAILTO:dallas@project-equity.org
LOCATION:
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250422T140000
DTEND;TZID=America/New_York:20250422T150000
DTSTAMP:20260115T185015Z
CREATED:20250304T191949Z
LAST-MODIFIED:20260115T185015Z
UID:10000005-1745330400-1745334000@eoequals.org
SUMMARY:Attract & Keep Top Talent—Why Employee Ownership is the Key
DESCRIPTION:Finding and keeping top talent is harder than ever\, but there’s a powerful\, often-overlooked solution: employee ownership (EO). EO is when a company’s employees own at least 30% of its shares\, creating a culture of commitment\, engagement and long-term retention. \nIn this webinar roundtable\, we’ll explore today’s toughest hiring and retention challenges and show how employee ownership can give your company a competitive edge. You’ll also hear a real-life example of a business that’s used EO to attract and keep top talent. \nJoin us to hear a discussion about:\n\nThe biggest hiring and retention challenges businesses face today.\nHow employee ownership makes companies more attractive to job seekers.\nA real-world example of a business thriving with an EO model.\n\nDon’t miss this opportunity to discover how EO can transform your workforce! \nPanelists:\n\nDavid Gray\, Director of Client Services\, Project Equity\nMichelle Nye\, Head of Co-op Development\, Atthowe Fine Art Services\nLiza Sánchez\, Owner\, 8 Bridges Talent Partners\n\n  \nClick here to register for this event
URL:https://eoequals.org/events/attract-keep-top-talent-why-employee-ownership-is-the-key/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://eoequals.org/wp-content/uploads/2025/03/Attract-keep_square_website-image-800x800-4-1.webp
ORGANIZER;CN="Project Equity":MAILTO:dallas@project-equity.org
LOCATION:https://eoequals.org/events/attract-keep-top-talent-why-employee-ownership-is-the-key/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250304T150000
DTEND;TZID=America/New_York:20250304T160000
DTSTAMP:20260115T185023Z
CREATED:20250304T192429Z
LAST-MODIFIED:20260115T185023Z
UID:10000006-1741100400-1741104000@eoequals.org
SUMMARY:Succession Planning and Employee Ownership for Bakeries Webinar
DESCRIPTION:Join The Retail Bakers of America and Project Equity for an interactive webinar specifically designed for bakery owners to explore how employee ownership can help you sell your business while attracting and retaining talented staff. Whether you’re ready to retire and sell now\, or wish to remain involved as a future employee-owner\, employee ownership offers a unique solution that benefits both you and your team. \nIn this session\, we’ll cover: \n\nHow employee ownership works\nKey factors to assess readiness for this transition\nHow to finance the sale and make it affordable for everyone\n\nPresented by:\nMegan Gordon\, Project Equity \nMegan Gordon serves as the Outbound Business Engagement and Partnerships Manager with Project Equity. She brings a wealth of experience in fostering the growth and development of small businesses across diverse sectors such as food\, hospitality\, biotechnology\, and coworking spaces. Megan has helped open a small independent café and served as the first general manager of a restaurant specializing in elevated macaroni and cheese in the San Francisco Bay Area. She has a culinary arts degree from Santa Barbara City College\, and roughly a decade in the food service industry including front and back of the house\, as well as catering.  At Project Equity\, Megan taps her passion for improving outcomes for small businesses to her role every day. \nPricing:\n\nRBA Members: FREE\nNon-Members: $15
URL:https://eoequals.org/events/succession-planning-and-employee-ownership-for-bakeries-webinar/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://eoequals.org/wp-content/uploads/2025/03/Project-Equity-Webinar-Website-Graphic-1200-x-600-px-4.49.13 PM-1.jpg
LOCATION:https://eoequals.org/events/succession-planning-and-employee-ownership-for-bakeries-webinar/
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