PROGRAMS FOR OWNERS TO MAKE SUCCESSFUL TRANSITIONS

What’s Next For Your Future?

Download this FREE essential guide to learn how to avoid “Retirement Remorse” and push “START” on a successful business and personal transition. Click here for your free essential guide.

Finding Your New Owner: For Your Business, For Your Life

The proven, pivotal transition planning steps in this ground-breaking book for Baby Boomer business owners could save your business, your wealth and your life. Click here to purchase.

The What’s Next? Self-Assessment™

This proven, innovative assessment helps you address emotional issues and concerns about your future and living a life of meaning and purpose.

This three-part program includes:

  • A secure, online questionnaire and report that delivers refreshing clarity, knowledge and empowerment.
  • The highly acclaimed book, Finding Your New Owner, by Jack Beauregard.
  • A 32-page guidebook full of exercises, checklists and to-do lists.

This report helps you understand where you are in terms of your attitudes and expectations about the transition process, identify roadblocks, think through how your goals and objectives affect your life and the lives of your loved ones. Click here to learn more.

What’s Next? Coaching Program™ For Business Owners

The questionnaires, exercises and to-do checklists in this guided coaching program provide you with clarity and knowledge of the unknowns, giving you peace of mind.

This program combines the What’s Next? Self-Assessment and the book, Finding Your New Owner, with two coaching sessions that help you become serious about planning your transition.

The workshop allows business owners aged 50 and over to understand where they are in terms of their attitudes and expectations towards the inevitable transition process. Understanding how they make key life decisions can help them learn to foresee roadblocks, consider how they are spending their precious time today, and self-correct if necessary, as they think through their goals and objectives and how they impact their lives and the lives of their loved ones. Click here for more information.

How to Create a Successful Business Transition Strategy

This coaching program consists of four 90-minute sessions that help owners know not only what to expect during the business transition process, but also how to more effectively plan and prepare for a successful transition.

Step-by-step action plans help owners explore and apply strategies for designing personal, family and business goals to be achieved through the process, as well as learning the most effective ways to work with professional advisers. Our program will ultimately make participants feel more comfortable and confident with the transition process, which in turn helps them gain a more positive outlook towards life after leaving their business.

The program helps you develop your business transition process and know the most effective way to work with various types of professional advisers. Ultimately, the program helps you feel more comfortable and confident in thinking about relinquishing your role and identity as owner of your company, and gain a more positive outlook toward your future business transition, future personal transition and your new life after leaving your company. Click here to learn more.

Strategic Transition Planning for Business Owners

This program consists of four 90-minute sessions that help you explore your future personal and business transitions, so you are aware of successful approaches and how to avoid unsuccessful approaches for thinking about and planning your personal and business futures. It also helps you discover the fears that may be preventing you from thinking about your future, and provides ways that you can counterbalance each transition-related fear. The strategic thinking approach of the program allows you to effectively deal with the “identity crisis” of leaving your company. Click here to learn more.

Living with Purpose: Private Coaching via Live/Online Workshops

The Living with Purpose program helps you envision and create a clear and comprehensive plan for a meaningful and fulfilling new life you can’t wait to live. Over the course of the sessions, you will expand your thinking about your future and discover new possibilities for your “life after leaving your career.” You will discover what is really important to you, and what you really want to do in your new life.

The program helps you explore meaningful options in all ten aspects of your life and guides you in designing a new life that will be fulfilling to you. The program shows you how to explore options for sharing your time, experiences, talents and skills with family and friends, as well as causes and organizations that are meaningful to you. The result is a customized plan for how to live your life with purpose. Click here to learn more.

THE SUCCESSFUL BUSINESS TRANSITION GUIDEBOOK

What To Do With Your Company When Changing Owners

The guidebook is a project management course and program execution template for you to successfully transition your business to new ownership by its:

  • Having you apply a step-by-step methodology to both the personal and business succession processes
  • Involving you in the entire planning process rather than being presented with a plan
  • Helping you factor in your emotions throughout the business decision process
  • Providing you with peace of mind by its having you objectively weigh the strengths and weakness of all 10 exit options

Click here to learn more.

Successful Transition Planning