Quarterback MasterLab
Navigate Value Acceleration and Transition Planning Complexities with Confidence in our Case Study Series
THE NEXT PROGRAM STARTS MARCH 2025 - RESERVE YOUR SPOT
Welcome to Quarterback MasterLab, a program designed exclusively for professional advisors and certified exit planning advisors seeking to elevate their expertise in value acceleration and transition planning for business owners.
Join us for an immersive learning experience where you'll gain invaluable insights, practical strategies, and hands-on guidance from industry experts.
Our program is structured around a real-life case study, providing you with the tools and knowledge needed to navigate the complexities of value acceleration and transition planning with confidence.
Throughout the program, you'll engage in quarterly virtual 90 minute live sessions, where you'll delve into key concepts, participate in interactive discussions, and collaborate with peers in a supportive cohort environment. Additionally, our online learning platform offers access to supplementary materials, resources, and networking opportunities to enhance your learning journey.
Session Dates:
- 10 AM CST - March 27th
- 10 AM CST - May 8th
- 10 AM CST - June 26th
- 10 AM CST - August 14th
What You Will Learn
- Mastering the Role of a Quarterback: Understand the responsibilities and skills required to lead value acceleration and transition planning efforts as a quarterback advisor.
- Gain insights into executing value acceleration strategies efficiently, overcoming implementation challenges, and monitoring progress effectively.
- Learn how RFN does discovery and uncovers owner issues.
- An exploration of value acceleration client engagement and RFN's program.
- Share insights and explore ideas around value acceleration and transition readiness with a group of like-minded professional advisors.
Who This Course is For
Professional Advisors and Certified Exit Planning Advisors who:
- want to get insights into Quarterbacking a value acceleration or transition planning engagement
- want to learn how to navigate complex value acceleration and transition planning engagements
Sean Hutchinson,
CEPA, CMAA
Partner, Strategic Development and Partnerships (USA)
Over Sean Hutchinson’s 30 years in business, the most valuable lessons he has learned have been from business owners who generously shared their stories of success and struggle. Sean’s primary focus is strategy and growth. He helps owners and their leadership teams to imagine what being a ‘company of the future’ looks like for them, and then helps them achieve it.
a few spots remaining
This course also includes:
- tools and resources
- access to industry experts
- video lessions
- exercises and interactive content
- limited cohort size
- earn 6 CEPA education credits