Over the years, we have seen many business owners reluctant to have a higher value discussion about their next step. In our experience, it usually distills down to one of the following issues.

what is YOUR Identity?

If your satisfaction and self-fulfillment is based on what you've done for the last number of years, who are you when you don’t do it any more?

What is YOUR "number"?

You may lack clarity into what, or how much, you need to retire. We can help you connect your personal net worth with a range of Business Values to determine your total result. You can then make an informed decision to get transaction-ready or to grow the value of your business.

What is YOUR next act?

Our Platinum Years tools are a set of interactive exercises to guide you to a purpose-filled life. You'll get a peek behind the curtain at your next act. Many of our clients have told us that designing their next act is a paradigm shift. They aren't simply moving away from departure or exit, but rather, leaning towards a new chapter of realization and achievement.

Your design. Your rules. Your timetable. Your choice.

The Platinum Years® is a registered trademark of Successful Transition Planning Institute, LLC.