Demystifying the Role of the Exit Planning Quarterback

Demystifying the Role of the Exit Planning Quarterback is a focused, practical course that clarifies the leadership role at the heart of successful exit planning.

Led by veteran advisor Sean Hutchinson, this session explores how to lead diverse advisor teams, align with business owner goals, and bring structure to even the most complex transition projects.

Whether you’re new to exit planning or looking to sharpen your leadership edge, this course provides the tools, language, and perspective you need to step into the quarterback role with confidence and deliver real, measurable value to your clients.