Congrats on becoming a Certified Exit Planning Advisor!
take this CEPA practice planning scorecard
take this CEPA practice planning scorecard
take this CEPA practice planning scorecard
We developed the Practice Planning scorecard for CEPA advisors in all disciplines. The scorecard is designed to help you establish a foundation for using the CEPA credential effectively and either launching or reinvigorating your owner-focused practice. After you complete the scorecard, we encourage you to explore other educational resources for advisors offered through Ready for Next Academy, including our deeper dive practice development program “Path to Success.”
We are always available to our CEPA colleagues to discuss specific cases requiring value growth expertise through the Ready for Next Advisory Group. If you would like to schedule a meeting, please contact us using this meeting portal.
NEW Program!
Quarterback masterlab
Elevate your expertise in value acceleration and transition planning with Ready for Next’s Quarterback MasterLab!
Join us for an immersive learning experience designed exclusively for professional advisors and CEPAs. Gain invaluable insights, practical strategies and hands-on guidance from seasoned industry experts through live sessions and interactive discussions.
Take advantage of this opportunity to master the role of a quarterback and navigate complex value acceleration and transition planning engagements with confidence.
Space is limited. Enroll today.
FREE tools for new CEPAs
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6 Questions that get the attention of business owners
Business owners have people competing for their attention. Using questions like “What keeps you up at night?” shuts down conversations rather than building trust. These questions have been proven to get the attention of owners and build trust.
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CEPA Tips and Traps
Your head is full of all you have learned as a newly minted CEPA. How do you take the theory and knowledge in your head and put it into practice? CEPA instructor, Sean Hutchinson, has developed these tips and traps to help you navigate these first few steps as you introduce your new skills into your current practice.
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post CEPA Advisor practice planning
Can 10 questions help you focus your next steps? We think so! We developed this questionnaire to help advisors with their practice planning, post-CEPA. Questions about being a quarterback to have auditing your practice to see where you need to fill any skill gaps. These questions will show you where you need to focus to build your practice.
programs for new CEPAs
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Jumpatart Your Exit planning Practice
Jumpstart – powered by KeyeStrategies™ is the perfect next step for value acceleration and transition planning. Jumpstart will help you ensure your value acceleration and transition planning practice gains traction and grows. You will leave the program with a path to building your exit planning practice.
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Transition Readiness: How to Prepare Your Clients
Our very own Sean Hutchinson dives deeper into the fundamentals of value acceleration and the eight transitions options available to owners. This program goes beyond the CEPA program so you are armed with more details and conversation starters.
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6 Questions that get the attention of business owners
An online program built around six key questions that Ready for Next uses to get the attention of business owners. Hear stories of how these questions have successfully engaged owners in transition planning and value acceleration and set yourself apart.
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Path to Success
The Path to Success program is one of our best selling options, designed and delivered by two seasoned CEPAs. The program is designed for professionals who work closely with business owners to support their value building and transition-readiness strategies..
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Exploring Transition Options
Go beyond the seven ways an owner can transition from business you learned in the CEPA program. Help your clients see their business thorough the eyes of an investor. This program also includes marketing materials you can use in your practice to attract business owner clients.
Want to help owners at scale?
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