The Programs

We Understand Business Owners

Even for an experienced business owner, deciding how to transfer your business to new ownership takes different knowledge and expertise.

That’s where we come in.

We take a proven, structured approach to help you transition successfully – to create a positive vision of what you’ll do in the next phase of your life when you’re no longer running your business.

We help you explore options for transferring your business successfully to new owners. And we show you how to team with expert professional advisors to make your business ready for new ownership.

Personal and Business Planning

We help you create two distinct plans.

A Personal Transition Plan: Covers what you want to do with your life after leaving your business. It explores all opportunities and accurately assess your financial plan for your business transition, and helps you mentally and emotionally prepare for leaving your business.

A Business Transition Plan: Covers how to ready your business for sale and find a new owner. The investment you make in a business transition plan can be recovered many times over through the increased value of your business.

‘Serious Seller’ Certificate

When you complete both the ‘Live’ and ‘Decide’ programs’, you improve your chances of a successful sale by eliminating the biggest fear of potential buyers – that the seller will get cold feet!

We provide a ‘Serious Seller’ Certificate for owners who are genuinely ready to let go of their business. You can use this as a marketing tool to show advisors and prospective buyers that you’re ready to transfer your business to new owners.

We understand Professionals & Executives

Since most Professionals and Executives haven’t spent much time thinking about what they want to do with their lives after leaving their work, they don’t have many ideas about what could be included in their new life.

We take a proven, structured approach to help you transition successfully – to create a positive vision of what you’ll do in the next phase of your life when you’re no longer in full time work, full of possibilities you probably aren’t even aware of.

We can help you feel comfortable thinking about and planning for your move beyond your full-time work identity, so you can create a purposeful and fulfilling new life. We help you expand your thinking about who you are, and what is important to you,

Proven Programs, Expert Advice

We take the time to create a personalised program to suit your busy schedule, drawing on private programs, self-assessments, seminars, workshops and books.  You’ll receive a comprehensive, clear action plan, including strategies and steps for your personal and/or business life.

We rely on global, proven processes developed by the Successful Transition Planning Institute (Boston) USA and distributed in Australia by Transition Planning Australia.