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Monthly Weekly Daily List
July 2025
August 2025
Passing the Torch
INVITATION ONLY
Client event for business owners. Panel discussion with Gail Markham of Markham-Norton
September 2025
Put a Pin In It: Meeting Your Clients Where They Are
EPI Raleigh Chapter Event
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.
October 2025
November 2025
No event found!
Business Owner Presentation Catalogue
Professional Advisor Presentation Catalogue
- Take on the Family Transition Odds and Win
- How Owner Dependent is Your Business
- Do I have a Value Gap
- Do You Know Your Transition Options
- Click here for more options
- Meet Your Clients Where They Are
- The Power of Multiple Perspectives
- Discovery Without Interrogation
- Demystifying the Role of the Quarterback
- Click here for more options
what people are saying about our presentations
“I have heard rave reviews on your presentation at our annual membership Summit. Great job. Thanks for attending and participating.”
“We are always impressed with Ready for Next presentations. The attendees always leave with tips and tricks they can immediately put to use in their practice. “
“Our women’s business owner event was standing room only! The panel discussion with professionals and an exited owner was so well received. Ready for Next moderated the panel and was an amazing event partner.”
“I attended a presentation on owner dependence and the risks it presents. Wow! I learned so much. The best part was how interactive and informative the session was. I was able to make positive changes in my business the very next day.”
