Sean Hutchison's presentation emphasizes the critical role of a well-equipped leadership team in facilitating successful business exits. By illustrating real-world examples and case studies, Hutchison demonstrates how the expertise and guidance of a competent leadership team can streamline the exit process and maximize value for business owners. Attendees will gain insights into the various aspects of exit planning, including strategic decision-making, risk management, and succession planning. Through interactive discussions and practical advice, Hutchison highlights the importance of collaboration and strategic alignment within the leadership team to navigate the complexities of business exits effectively. Don't miss this opportunity to learn from Hutchison's expertise and elevate your approach to exiting your business.
Learning Objectives:
- Explore key strategies for assisting business owners in achieving their objectives.
- Identify and understand potential roadblocks and challenges that may arise during the process and learn effective strategies for handling them.
- Emphasize the importance of assembling and collaborating with the appropriate professionals to facilitate successful outcomes for both professionals and business owners.
About the Presenter:
Hear from industry expert Sean Hutchinson.
Event Location
Event Details
Who Should Attend?
-
Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
-
Business Owners & Their Trusted Advisors
-
Business Owners
-
Other Business Professionals
-
Business Consultants
-
Professional Advisors
-
Members of Family Business Boards
-
Private Business Owners
-
Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
-
Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
-
Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
-
Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
-
Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
-
Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
-
Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
-
Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
-
Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
-
Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
-
Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
-
CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Sean Hutchinson is a partner in the international value growth consulting firm Ready for Next, which was founded to help owners in the USA and Canada increase the enterprise value of their businesses, achieve transition-readiness, and ultimately harvest that value to fund their “third act.”
RFN’s Value Accelerator is a process-driven, structured approach to increasing earnings, reducing risk and positioning the business as best-in-class. RFN’s clients are privately held middle-market business owners in a broad spectrum of industries. Ready for Next’s success is powered by one of the best qualified and most seasoned teams of advisors in the profession, all of whom are former business owners or C-level executives.
Sean has been a Certified Exit Planning Advisor (CEPA) since November 2008 (one of the first 100 to be certified), a CEPA course faculty member since 2014, has been honored by the Exit Planning Institute as Exit Planner of the Year & Leader of the Year, and was inducted into EPI’s CEPA Hall of Fame in 2024. He is recognized as one of the profession’s top thought leaders.
He is also a 3rd generation heir to his family’s 67-year-old manufacturing business, a first-hand, very personal, and humbling experience that keeps him grounded in the realities of value growth and ownership transition.
In addition to holding the CEPA credential, Sean is a Certified Merger and Acquisition Advisor (CMAA) and has served on the Boards of five private companies, including 13 years for a 90% ESOP-owned enterprise. He graduated in 1992 with a Master of Arts degree from Miami University of Ohio.