Resources and Solutions for Professional Advisors

For our fellow professional advisors Ready for Next has a full suite of solutions to help you build your practice and expand your offerings.

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.

Along our respective journeys as practitioners, innovators, mentors and educators, we recognized the same issue: A gap in accessible, relevant and collaborative cross-discipline training in the areas of value building, succession and transition planning strategies for professionals serving business owners.

The end goal is to increase the collective expertise and impact the number of successful business transitions.

solutions to consider investing in

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.

Strategic Imperative: Encouraging Owners to View Their Ventures Through Investor Eyes

This blog highlights the pivotal role of advisors in guiding business owners’ ventures and encourages you to advocate for entrepreneurs to adopt an investor-centric perspective.

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