Whats nextselfassessment(tm) for advisors

Focuses On Owner’s Emotional Readiness for the
Business Transition Process
© 2011-2013 by Successful Transition Planning Institute. All Rights Reserved.

Effects of Owner’s Unrecognized
Emotional Issues
• Owner not motivated to engage in or
complete the transition process
• Reluctant to think through all the issues
• May sabotage the transition process by
experiencing “Seller’s Remorse”

The Successful Transition
Planning Institute
• A nationally recognized innovative leader in the Head and
Heart issues of owners in transition
• STPI’s Transition Planning programs help owners deal with the
mental and emotional aspects of the business transition
• STPI’s highly acclaimed book, Finding Your New Owner: For
Your Business, For Your Life by Jack Beauregard, author,
founder, and CEO at STPI

Benefits to Owners and their Advisors
• Provides owners with positive motivation for engaging in and completing the
transition process
• Reduces Owner’s Risk and Builds Their Peace of Mind
• Helps owners think more clearly about their new future and helps them
recognize that they need to develop a more complete plan for their life after
they leave their company
• Saves everyone money by avoiding Owner’s Indecision and Seller’s Remorse
What’s Next? Self Assessment™

WNSA – a Three Part System
1. What’s Next Questionnaire and Report
2. Acclaimed book: “Finding Your New Owner”
3. 32 page Self-Discovery Guidebook
• Exercises, checklists and to-do lists

Two Ways to Use the Assessment
1. Add to your client assessment process
2. Promote owners to buy it directly from your
website, thereby generating leads

Part I – What’s Next? Questionnaire
• Easy to understand and present to the owner
o 62 questions, 20-30 minutes
• STPI’s expertise brings credibility
• User-friendly, secure questionnaire interface for your
clients
• Customized emails and auto-responders to your clients
• Fast results compiled in a report and securely sent to you

Part II Self-Discovery Guidebook for
Business Owners
• 32 pages packed with:
– Questionnaires
– Exercises
– To-do Lists and Checklists
• Provides you with:
– Clarity for Business and Life
– Knowledge of the unknowns
– Greater Peace-of-Mind
• Compliments the book
– “Finding Your New Owner”

Part III “Finding Your New Owner:
For Your Business, For Your Life”
Highly acclaimed book by
Jack Beauregard
• Stories of successful and
unsuccessful transitions
• Step-by-Step advice to get
moving
• Exercises to motive owner
to change
• 200 pages, type size for
middle-age eyes

What’s Next? Self Assessment
Owner’s Responses
Presents in a Clear and Organized Way:
• Owner’s motivations for wanting to leave
• Their transition goals
• Their attitude and expectations
• How emotionally prepared they are for leaving
• If they have a plan for a meaningful and purposeful new life
after they leave their companies

What’s Next? Self Assessment
Analysis-Section
• Explanation of each Recommendation and Next Steps
• Explains STPI and our programs:
o book, “Finding Your New Owner”
o Think, Live and Decide (one-to-one programs)
o What’s Next? Workshop for Baby Boomer Business Owners™
o My New and Better Life Workshop™

Summary page
This is a gauge of Erin’s ability to successfully transition from their business
Erin is in the “Yellow Zone”
Erin’s score is only “Mixed”: on the likelihood to successfully transition from their business.
We encourage you to discuss this with your client persuade them to get your advice on
how/where to get help. Doing so will give your client more confidence in their ability to
execute your advice on a timely basis. Make sure your client sees the additional resources at
the end of this report and consults with you.

Cover page of full report
Client: Erin
Advisor: John Smith of Acme Advisors in cooperation with The Successful Transition Planning Institute
Date 3/1/2013

Email to Client

Some results in section A

Some results in section B

Some results in section C

Some results in section D

Recommendations

Self Discovery Guidebook
The questionnaires, checklists and to-do-lists in this companion guidebook to Finding
Your New Owner: For Your Business, For Your Life provide you with a step-by-step
guide to personally and financially transition out of your company and know what
you need to do to prepare your business for the transition process.
The basic planning principles in the guidebook provide the framework for you to
better know yourself and your business. After you have completed this guidebook,
you will be able to successfully answer two key questions:
• When do I want to leave?
• How much money do I need to receive?

Sample of Guidebook exercises
• Creating your transition goals (ref: Chapter 3: pages: 37-38)
• Determining your mental and emotional readiness for Transition Planning (ref:
Chapter 3: page: 39)
• My Life-Transitions Exercise (ref: Chapter 4: pages: 54-56)
• Describing examples of ways to use your earlier life-transitions to help you with
personal transition planning for you new future (ref: Chapter 4: page: 57)
• STPI’s The Identity Exercise (ref: Chapter 4: pages: 57-61)

Thank you email to Client

Email to Advisor

Testimonial from an owner

Testimonial from an intermediary
“I brought an "above asking price" deal to husband and wife team. In spite of
this, they were doing everything possible to kill the deal. Feeling like there
was something deeper, I reached out to Paul at Successful Transition and we
ran the husband went thru the assessment. Interestingly, by going thru the
process the husband uncovered that his wife that was not emotionally ready
for him to retire. She was worried about being left all alone as he went
golfing. The program opened the husband’s eyes to what was emotionally
blocking his wife. Armed with the power of this knowledge they mutually
came up with a plan for their future lives. FYI - I just left the sellers office a
few hours ago with a signed P&S and hugs from the wife.
The assessment will become a key step to my process from now on
- Douglas Pendleton/ George & Company

Testimonial from and advisor
“The STPI What's Next assessment is a powerful tool
that allows business owners to realize how they
really feel about transitioning the ownership of their
business. This empowers the owner to move forward
with planning that is so vital to achieving their
goals!”
- Jane Johnson, co-founder, Innovative Equity Strategies

Purchase Option One – Pay by Credit Card

Purchase Option Two - Buy with credits

Starter Pack Saves $1,000
• The Assessment helps advisors
reduce the risk of Owner’s Indecision
and Seller’s Remorse
• 21 credits earns you Seven What’s
Next? Assessments to get going right
away with clients and prospects
• 25 copies of Finding Your New Owner
are great prospecting tools
• “8 tips plus template letter to gain
more clients”
• Remember - each client who takes an
WNSA needs to receive a copy of the
book!

Partner Program for Advisors
Banner on your site • Use the assessment to
generate leads from
your website
• Owner buys it directly
in complete privacy
• Owner prompted to
contact the advisor
(partner)
• Link to partner page

STPI’s PARTNER PROGRAM
STPI Partners receive:
• A choice of 2 graphic banners for your website promoting the
What’s Next? Self-Assessment™.
• A customized landing page on the STPI website co-branded
with your organization’s logo that communicates the program
benefits and takes orders.
• Turnkey and secure processing of the What’s Next? Self-
Assessment™ Report that’s generated after your contacts
finish and submit the assessment, including custom auto-
responders highlighting the name of your organization.
More on next slide>>

STPI Partners receive:
• Free Membership in SPTI’s Advisory Network
– Online searchable database of advisors and experts to
business owners
• Permission to use Chapter One of the acclaimed book, Finding
Your New Owner in pdf or MP3 audio
• Your choice of member discounts or a percentage of sales for
every resulting purchase, paid monthly.*
– *Advisors may choose to receive leads in lieu of a percentage of sales

Getting started is as simple as providing STPI with your
digital logo and posting a graphic on your website. We
handle all the administration from there.
One time Rebated $250 set-up fee
(after 2 sales from your leads, STPI refunds the set up
fee

FREE TRIAL!
• Advisors on this webinar may get one FREE
TRIAL
• Send Paul Cronin an email:
– Subject: WNSA complimentary Trial
– Name, address, business name, phone, email
• paul@thenexttransition.com

Questions
• call Paul Cronin @ 978-749-9546
• Email: paul@thenexttransition.com

Successful Transition Planning Institute
One Mifflin Place
Harvard Square
Cambridge, MA 02138
800.677.6715
SuccessfulTransitionPlanning.com (Linkedin, Twitter, Facebook)
Jack Beauregard, author, founder and CEO
jack@thenexttransition.com, 617.576.5728
Paul Cronin, partner, Director of Business Development
paul@thenexttransition.com, 978-749-9546

Whats nextselfassessment(tm) for advisors

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