Resources for Professional Advisors

 

Ready for Next’s team member’s respective journeys as practitioners, innovators, mentors and educators, we have recognized the same issue: A substantial gap in accessible, relevant and collaborative cross-discipline resources and professionals in the areas of value building, succession and transition planning strategies for business owners.

There are millions of business owners who need the professional services, know how and skills who need the insight of professionals just like you.

The Advisor Readiness Hub is designed to help you in your service of your business owner clients with education, tools and resources about building transferrable enterprise value and transitioning from ownership.

Ready for Next believes there are more owners who need value acceleration and transition planning than there are professionals able to help them. We are committed to our fellow professional advisors as they enhance there skills and knowledge to better support their business owner clients.

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6 Questions that Get the Attention of Business Owners

This self-paced, online program is built around the six key questions Ready for Next uses to start meaningful conversations with business owners.

Quarterback MasterLab

Ready for Next offers this cohort-based program for professional advisors and CEPAs who want to lead value acceleration and transition planning engagements. Learn from the experts.

One-on-One Mentoring

Two sixty-minute virtual sessions with a Ready for Next value acceleration and transition planning advisors with decades of experience working with business owners. Build your skills, discuss specific opportunities, the time is yours.

self-assessments to uncover opportunities

Practice Planning Assessment

Ready for Next created this assessment to help you incorporate your CEPA designation into your practice, regardless if you are launching a new solutions or reinvigorating your offerings.

Can you quarterback a value acceleration and transition planning engagement?

Take this self assessment to help you gauge your quarterback proficiency in ten key areas critical to driving success in your client engagements.

FREE resources for professional advisors

CEPA Tips and Traps

How do you take the CEPA theory and knowledge and put it into practice? CEPA instructor, Sean Hutchinson, developed these tips and traps to help you avoid common pitfalls and gain helpful insight.

Help Your Owner Clients See Their Business Objectively

Encourage your clients to take this self-assessment to gain an objective view of their business. This is an eye-opening assessment and a great conversation starter.

How Transition Ready are your business owner clients?

Help your owner clients learn how transition ready they are and how to move forward. No matter how near or far the transition, understanding how ready an owner is can improve outcomes.

reach out to chat about a client