Put a Pin in it – Meet Your Clients Where They Are


Put a Pin in it - Meet Your Clients Where They Are

There are many critical junctions for an owner on their business’s evolution. As a professional advisor, it is critical for you to understand where they are to be able to offer them the most impactful advice.

Sean Hutchinson will share the Ready for Next approach to understanding where a client is and how to quickly identify their needs, understand what you can offer and how to move them forward.

There is currently a bull market for exit planning. This webinar will help position you to provide immediate value to your business owner clients no matter where they are in their journey.


Learning Objectives:

  • Identify the three main categories of transitioning business owners
  • Understand the needs of owners within these categories
  • Understand your role within each of the three owner categories and the immediate next steps


Meet the Presenter:

Learn from industry expert Sean Hutchinson, CEPA, CMAA.

About the Presenter


Thank you to our Sponsor!


This event will be held at The Commons on Champa.

Address: 1245 Champa St., Denver, CO 80204


The EPI Rocky Mountain Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIRockyMountain.org.

About the Presenter

Sean Hutchinson, CEPA, CMAA

Sean Hutchinson, CEPA, CMAA

Meet Sean Hutchinson:

Sean specializes on working with entrepreneurs and business owners to help them define and achieve their ideal business outcomes. The silver tsunami has the potential to re-define our country and our communities in unprecedented ways. Sean is determined to help business owners and those who advise them to achieve the best possible outcomes.