View
472
Download
1
Embed Size (px)
DESCRIPTION
Learn Five Key Steps to prepare yourself to start leaving your business
Citation preview
2. Is this you?
Looking at an exit strategy from your company but not ready to
retire? Planning to move on to other business ventures? Reinvent
yourself? Or maybe youre not sure yet.
Youre not alone. In fact, over the next 5 years, millions of baby
boomers will be transitioning to the next stage their lives. For
some that means retirement. But for others, theyre just getting
started. In fact, there is a growing wave of boomers that are just
not ready for retirement in the traditional sense. Theyre not done
yet. Theyre looking for the next challenge vs. a lawn-chair and
some new hobbies.
We call this Personal Transition Planning
3. What is Personal Transition Planning?
4. Step One:THINK
You have created an Identity with your businessand career.Thinking
about leaving it may be confusing, depressing or simply scary.It
does not have to be.First, you need to learn how to THINK.
Solution:You can learn about your fears, how to overcome them, the
steps you need to take to prepare yourself and the guidance you
need to seek.Determining how to Think about Leaving Your Business
or Career program.
5. Step Two:LIVE
You have a great lifestyle and want to ensure you keep it that way.
Maybe youre afraid of becoming directionless by making faulty,
limiting decisions in this next phase of your life. You want a
purpose and a personal end game thats even more exciting than it is
now.
Solution: Get clear on your personal goals and game plan after
leaving your company with our Seven Strategic Steps for Living an
Exciting and Purpose Filled Life Program.
6. Step Three:DECIDE
Youve invested a lot of time and money in your business. When you
decide to exit, why wouldnt you expect your business to give
something back. You need clear, concise strategies to maximize your
return, reduce risk and maintain your sanity in the process.
Solution: Step back and create a plan for what you really want to
do with your business with our Determining Your Successful Business
Transition Strategy Program.
7. Step Four:OPEN
Your identity is built around your organization and you cant
imagine what its going to feel like to no longer be part of it. To
no longer be running things. Youre excited about the next chapter
of your life but you wonder how to create a new identity with new
meaning.
Solution: Open your mind to a whole new world of opportunity and
possibilities after transitioning out of your company with our
Seven Principles for Living a Life of Significance Program.
8. Step Five - TRUST
Youve built your reputation on integrity. And youve built a group
of talented people around you to help run your company. People
youve grown to trust. So when it comes to looking outside the tent
for people to help with your transition plan, you wonder who you
can trust.
Solution: Build your Dream Team drawing from your own advisor and
from our Advisory Network a talented group of experts to assist
with the personal and business issues around transition
planning.
9. Programs for Clients
How to Think about Leaving your Business or Career
Seven Strategic Steps for Living an Exciting and Purpose Filled
Life
Determining Your Successful Business Transition Strategy
Seven Principles for Living a Life of Significance
10. Client Centered ApproachProduces Successful Outcomes
11. Contact Us to Get Started
Successful Transition Planning Institute
Harvard Square
119 Mt Auburn Street
Cambridge, MA 02138
617.576.5728
SuccessfulTransitionPlanning.com
Jack Beauregard, CEO and President:
[email protected], 617.576.5728
Paul Cronin, Dir. of Business Development
[email protected], 978-749-9546