Programs for Business Owners

Successful Transitioning My Business Handbook

   Helps you:

  • Appreciate and understand the complexity of a successful Business Transition Process—without causing you to feel emotionally or intellectually overwhelmed by all the issues and decisions involved. 
  • Recognize and work through the emotional issues related to letting go of your company, allowing your company to change and passing your company on to a new owner 
  • Envision, and feel emotionally comfortable about the idea of your company continuing successfully even when you personally are no longer there to make it happen.   
  • Separate yourself from your company—both emotionally and functionally.  
  •  Know what to expect—so you understand why a successful Business Transition Process takes time, and why it requires several different types of planning.
  • Become mentally and emotionally prepared to stay with the Transition Process for the duration, so you will bring it to successful completion over the long haul
  •  Understand that the first step in planning is for you to establish:  your Personal goals (for yourself and your family)  And your goals for your company that they want to achieve through the Business Transition Process. 
  • Think about, and begin creating both your Personal Transition Goals and your Transition Goals for your company.   
  •  Think about criteria for choosing the best new owner for your company. 
  • Be aware of and think about criteria for making your company ready for transition to a new owner.  
  • Understand why and how you need input and support from various types of professional Advisors to plan for and achieve a successful Business Transition, and help you understand the best way to work with your Advisors—as a collaborative Transition Advisory Team.  

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The Retirement Journey Handbook has been developed to help you prepare for and make the transition to the next stage of your life.

The handbook is based upon more than 20 years of experience helping people transition baby into a dynamic and purposeful new life. The exercises that you will do are based upon time- tested methods for making successful transitions. 

The objectives of the Retirement Journey Handbook are for you to: 

  • Broaden and deepen thinking about your future possibilities • Determine what is really important to you in your life • Discover and counterbalance fears blocking a fulfilling new life
  •  Make successful and satisfying lifestyle choices
  • Build a deliberate, actionable game plan for your life  


The handbook helps you:

  • Create a comprehensive vision and plan for your  future 
  • Have a meaningful and purposeful new  life 
  • Avoid being boarded and depressed
  • Make informed decisions about your personal future
  • Create a dynamic new life filled with meaning and purpose
  • Make wise life choices     

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Living With Purpose Workshops/Retreats

   7 Strategic Steps to Creating Your Successful Personal Transition  

  The workshop series empowers you to: 

  •  Fill your life with new meaning and purpose
  •  Find things you enjoy doing so you won’t feel bored and irrelevant 
  •  Articulate things that you never thought of before
  •  Create a vision for your life that pulls you into it
  •  Develop a specific plan for a happy future life  Be proactive to avoid a reactive retirement  

To Learn More and  Register Click Here 

Voted Top 10 Management Book

Voted Top 10 in Management Books by the 2012 Small Business Book Awards

A paradigm-shattering book for how to successfully transition your business to new ownership and yourself into a new life after owning    the company 

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