Discover how advisors to business owners, executives and professional practitioners can learn a methodology to guide clients from their current business/career to a new life of meaning and purpose.

1. Successful Transition Planning Institute’s
Certified Transition Planning Consultant Program
Increase Your Income by Guiding Owners to
Successfully Transfer Their Businesses to New
Ownership and Create Dynamic, New Lives after
Leaving Their Companies

2. Business Transition Facts
• The aging of baby boomer business owners is driving the
demand for transition planning
• 9.2 million business owners in the United States are over
50 years old
• An estimated 8 million business owners will exit their companies
over the next 10 years

3. Business Transition Facts
• In the next five to ten years, it is estimated that retiring
baby boomers will account for 65 to 75 percent of all
small businesses that will go up for sale
• The equity in these businesses represents approximately 10
trillion in personal wealth
• 60 percent of business owners between the ages of 55-64
have not discussed their exit plans with their spouses or
business partners

4. Business Transition Facts
• 80 percent of owners’ wealth is tied up in their companies
• 78 percent of baby boomer business owners do not have
plans for how they will exit their companies

5. Cardinal Points on The Transition Planning Compass
and Corresponding Programs
Clarity
Strategic Thinking for Your Personal and Business Futures
Transition Planning for Baby Boomer Business Owners
Purpose Opportunity
Living an Exciting and Deciding What You Want to
Purposeful New Life: do with Your Business and
Seven Strategic Steps Creating a Successful
Business Transition Strategy
Meaning
Seven Principles for Living a Life of Significance

6. Unique Programs
• Based on latest scientific research about learning
• Both a cognitive and emotional approach
• Methodological, step-by-step format

7. Professional Certification for:
• Psychiatrists
• Psychologists
• Clinical social workers
• Marriage and family therapists
• Educators and educational administrators

8. Comprehensive Approach To Transition Planning
• Personal
• Family and relational
• Emotional
• Practical
• Financial
• Organizational

9. 5 Modular Transition Programs
Think Live Decide Adapt Discover

10. Step One: THINK
• Owners have created an identity with their businesses. They are “frozen” whenever the idea
of exit planning is brought up. Because of transition-related fears, they cannot wrap their
minds around the thought of leaving their companies.
Strategic Thinking for Your Personal and Business Futures:
Transition Planning for Baby Business Owners
• The program of on-line surveys and one-to-one coaching helps owners
become emotionally and psychologically prepared to think about what they
are going to do with their companies.

11. Step Two: LIVE
• Owners do not want to go into a void when they walk out the door for the
last time. They are afraid of falling into a “Retirement Rut” or experiencing
Post-Transactional Stress Disorder.
Living an Exciting and Purposeful New Life:
®
Seven Strategic Steps Program
• Helps owners avoid experiencing Seller’s Remorse by showing them
how to create exciting lives that are filled with purpose. The
program’s step-by-step methodology shows them how to live a
dynamic lifestyle and create operational and tactical plans for all
aspects of their lives.

12. Step Three: Decide
• Owners have too much at stake to make a mistake. Their futures will be
determined by the decisions they make in what they are going to do
with their businesses. They need clear, concise strategies to maximize
their returns, reduce risk and maintain their sanity in the process.
Deciding What to Do With Your Business and Creating and
Implementing a Successful Business Transition Strategy
• Stepping back and creating a well-thought out plan for what to do with their
companies helps avoid the costly mistake of Owner’s Indecision, meet their
business and personal objectives and know what they need to do to
implement their successful exit strategies.

13. Step Four: Adapt
• Owners, who are involved in an earn-out, recapitalization or consulting contract,
need to be successful in the second phase of transitioning a business to new
ownership. Owners who have to stay in the businesses that they sold often have
to watch while changes are made to the company (their baby) that they have
spent years creating and growing. Many fear that they will feel that they have
one foot out the door and the other foot is “stuck” in the door.
Successfully Transition from an
Ownership to a Management Mindset
• The program will show owners who have sold their companies how to
successfully transition from the role of being an owner to the role of being
a member on a management team. During the sessions, owners who will
be selling their companies will learn how to apply a new way of thinking
that helps them adapt to their changed position in the new company and
mentally move from having an entrepreneurial to managerial “team”
mindset.

14. Step Five: DISCOVER
• A lot of owners’ meaning comes from running their businesses and they can’t
imagine what it’s going to feel like to no longer be part of it, to no longer be
running things. They wonder where they can find new meaning after
transitioning out of their companies.
Seven Principles for Living a Life of Significance Program
• Move from a life of success to a life of significance by showing
owners how to create meaningful lives

15. Testimonials from Clients
“I worked with STPI to create a game plan for myself especially pertinent to my sixth
decade. Using STPI’s planning process, I worked through a number of issues
including where I want to live, how I want work and career to factor into my future,
and hobbies and volunteer activities I want to experience and peruse. Creating a
game plan was a significant deliverable of the process. I’m not boxed into anything
but appreciate having thought through various alternatives. The written plan
provides peace of mind and a touchstone to ensure I am using my time and energy
to fulfill my vision and live by my values.”
-Joni Youngwirth, Managing Principal of a financial broker-dealer company
“STPI helped me build a bridge from my former role as a business owner, to my
transitional role as a member of the management team of the acquiring business, to
my future goal—a productive and successful balance between work I enjoy and a
satisfying personal life. I can recommend STPI without reservation if you are facing
challenges and change.”
-S. Z. Harris, Founder and Former Owner of a
medical reimbursement software company

16. Testimonials from Clients
“I enjoyed the time [working with STPI]. Got my mind and thinking focused. The
sessions got me unstuck. It has been 5 months since I went part time and as of
Friday I am done with [my former company]. I will no longer be on the payroll
but will help them on a few issues in the next few months that will still need a
little help. My summer has been terrific and I seem to be busier than ever. I can't
seem to do all that I want to. Did not get enough sailing, biking or kayaking in this
summer but that is OK. I have been following the plan STPI and I outlined and
could not be happier.”
-Larry Shwartz, Former Co-owner of a large food distribution company
“The Personal Transition Planning experience was not only positive, it was also
provocative since it made me think. Conversations in the sessions allowed me to
get a clear vision of myself, understand what I wanted to do and be able to forge
a clear path for my life.”
-Sam Palestine, Former Co-Owner of an office supply company

17. Make Money by Helping Owners Transition
• Join
• Refer
• Help

18. Contact Us to Get Started
Successful Transition Planning Institute
Harvard Square
119 Mt. Auburn Street
Cambridge, MA 02138
800.677.6715
SuccessfulTransitionPlanning.com (Linkedin, Twitter, Facebook)
Jack Beauregard, CEO and President:
jack@thenexttransition.com, 617.576.5728
Paul Cronin, Partner, Business Development
paul@thenexttransition.com, 978-749-9546,
Twitter: @pfpcronin, Linkedin: pfpcronin, Facebook: callpaulcronin