Transition Planning

Just thinking about selling your business, planning for retirement, changing jobs, experiencing a divorce or the loss of a loved one can send a chill down the spine of many people.

With our programs, I will work with you to help you create balance in your future life and discover what counts by helping you move beyond financial concerns to the central measurement of happiness and success: the quality of your future life.

I use proven and practical transition tools to work with:

  • Business owners,
  • Career professionals planning for retirement,
  • Career professionals experiencing a major work transition,
  • Municipal Managers,
  • Divorced persons, and
  • Widowers

The programs consist of handbooks, 1:1 or group coaching, and workshops (1/2 day, 1 day, or 2 day). You can purchase the Handbook and 1:1 coaching programs below.  Take a look at a summary of each, and ask me for more information about my programs.

THINK Program

The THINK Program provides business owners the tools and process to develop a personal transition and business transition plan. 4 sessions.

LIVE Program

The LIVE Program provides both the business owner and the career professional the ability to deeply explore the 10 aspects of your future life, then helps you brainstorm and select the most satisfying choices so you can create a customized Personal Transition Plan for living an exciting and purposeful new life. 8 sessions. Available as 1:1 or Group Workshops.

DECIDE Program

The DECIDE Program helps business owners analyse the 10 options most often used when evaluating new ownership and helps you decide the option most appropriate for you. No one can guarantee that you will find the ideal owner – but if you create a clear vision of what you want in a new owner, it is more likely you will find someone with those characteristics. 5 sessions.

Career Transition

The Career Transition Journey Coaching Program helps you prepare for, and make the transition to, the next stage of your life and career.

Divorce Program

The Creating My New Life after a Divorce Handbook/Coaching Program helps you get your head in the right place regarding leaving your marriage.

Explore Coaching Program

The Explore Coaching™ Program provides you, the career professional, a process that helps you navigate the murky waters of transitioning out of your current position. 2 sessions. Available as 1:1 or Group Workshops.

Retirement Journey for Municipal Managers

This Handbook has been developed to help municipal managers prepare for and make the transition to the next stage of their lives.

Outplacement Services

The Executive Suite offers professionals in transition the following transitional outplacement services, with or with out a structured coaching program as part of the Career Transition Book offering.

Loss of a Loved One

The Creating My New Life after The Death of Your Loved One Handbook and Coaching Program helps you develop a clear and comprehensive plan for a meaningful and fulfilling new life after the loss of your loved one.

What's Next? Coaching Program

The What’s Next? Coaching™ Program helps you, the business owner, successfully address the personal and emotional side of transitioning out of your business, while helping you avoid Owner’s Indecision and Seller’s Remorse. 2 sessions.

Transition Planning

Send us a message and start a conversation about your transition plan.