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 you’re not sure yet.
You’re not alone. In fact, over the next 5 years, millions of baby boomers will be transitioning to the next stage of their lives. For some that means retirement. But for others, they’re just getting started. In fact, there is a growing wave of boomers that are just not ready for “retirement” in the traditional sense. They’re not done yet. They’re looking for the next challenge vs. a lawn-chair and some new hobbies.
What if selling your business or leaving your company was your “second act” versus your finale? The prelude to an encore performance you get to discover? And what if you haven’t actualized your full potential yet?
The possibilities are exciting, but there’s also no question that all the options can be overwhelming. The solutions don’t have to be.
Whether you’re a Business Owner, Senior Executive or Professional Practitioner, Clear View Wealth Advisors and the Successful Transition Planning Institute offer exit planning tools, information and guidance on the business succession process to help you make the right decisions for your future and the future of your business.
Using proven, proprietary methodology and a network of professional advisors, we provide peace-of-mind with easy to use succession planning strategies to help you create an exit plan that not only supports your vision for the future, but also feeds the all-important emotional need for meaning and purpose that we all desire.
Welcome to the Platinum Years® — the best 10-20-30 years of your life after leaving a company! Let’s get started together.
Find meaning for the next phase of your life’s work and journey by using the proven methods and tools from our resource partner: