Put a Pin in It – How to Find

Out Where Your Client Is


Put a Pin in It – How to Find
Out Where Your Client Is

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.



About the Exit Planning Ecosystem Series:

If you are looking to learn more about a variety of topics within the exit planning ecosystem, this introductory level webinar series is right for you. This webinar covers topics such as: valuation, estate planning, tax planning, market updates, M&A, real estate, financial planning, exit planning, value growth, and exit options.

The EPI Exit Planning Ecosystem Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts below.



Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenter

Sean Hutchinson, CEPA, CMAA

Sean Hutchinson, CEPA, CMAA

RFN Global Partner, Strategic Development and Partnerships (USA),
RFN Academy

Contact Sean

Sean specializes in 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. As a faculty member for EPI’s CEPA designation, Sean trains advisors of all backgrounds to become exit planning professionals. Sean is determined to help business owners and those who advise them to achieve the best possible outcomes. Sean sees his work as transformational, not just transactional, and it all comes down to getting business owners ready for next.

RFN Academy is an educational community offering practical training, resources, education and tools for owners, and the advisors who support them, to grow and successfully transition their business.

RFN’s structured approach to value acceleration and transition-readiness, creates accessible programs and a community built on collaboration and keeps the business owner top of mind.

Professional advisors have access to educational content and community to expand their knowledge and specialized skills to support business owners as they build value in their business and harvest the most possible from their companies

Connect with the Presenter: RFN Academy  |  Website: www.readyfornextacademy.com  |

Email: Connect with Sean