Tthe Institute of Successful Exit Planning,  located in Harvard Square in Cambridge, MA.  works with professionals, business owners and executives, to help them factor in the often overlooked Head and Heart issues which are essential for effective work-life transitions and financial and business success.

Personal Exit Planning is essential for successful personal and business transitions, but even high-powered owners, executives, or professionals often fail to plan effectively because of limited thinking styles or unrecognized assumptions. The Institute of Successful Exit Planning help clients expand their thinking and bypass subjective hurdles so they can make well thought-out plans for successful exit-planning, planning their futures after they leave their companies, and other work/life and business transitions. 

In response to the growing wave of Baby Boomers who are getting ready to exit their companies but do not want to “retire” in the traditional sense, The Institute of Successful Exit Planning programs help individual clients – including business owners, executives, and professionals – successfully make the transition to the next stage of their life.  Our proprietary principles and strategic approaches allow owners or professionals to successfully answer the question, "What next?" and create a detailed operational and tactical plan which supports their inner vision and fills their post-transactional lives with meaning and purpose.

Would you start a new business without a business plan?

Would you build a new house without a blueprint?

The answer is obviously no. Then why would you sell your business and start a new life without creating a well thought out game plan for what you want to do with your company and your life? InnerVisions' personal planning advisory services help you:
 
Avoid Making Mistakes That Can Cause You to FAIL. These mistakes can last your lifetime. They are: 

A perfectionist’s approach which can prohibit your living a fulfilling life 

An R&D approach which creates the need for certitude and results in an inability to effectively handle change 

A black and white approach that creates shallow lifestyle decisions which result in living a one-sided life 

A “silo” approach that is responsible for compartmentalizing the future 

A one dimensional approach that limits your awareness 

A purposeless approach by making ungrounded life decisions

A “Wing and a Prayer” approach that is responsible for not creating an execution plan for your life

 
Avoid the Costly Mistakes of "Seller’s Remorse “

Selling a business is a very personal matter and one of the biggest and most emotional decisions that you will make in you life. This is why most business sellers suffer, to greater or lesser degrees, the debilitating distress of seller's remorse during their transactions. InnerVisions’ personal planning helps you avoid having a change of heart while selling your business which can: 

Create costly distractions
 
Reduce your chances of selling your company in the future 

Cause you to incur legal and financial costs by walking away from the sale
 
Start your post ownership life with regret An additional benefit of InnerVisions’ personal exit planning is that if you decide to sell, a business intermediary will increase his efforts, because his biggest fear- that you are not a serious seller- has been eliminated.
 

Know What You Really Want to Do with Your Business, and Why

Personal exit planning advisory services provide you with an objective, safe space to determine and effectively address the personal aspects that are involved in the transactional process of selling and leaving your company. InnerVisions’ personal exit planning utilizes clarification techniques that allow you to: 

Minimize your sense of emotional loss and successfully deal with increasing fears as the sale of your business progresses 

Achieve peace of mind by knowing that you have made a well thought out decision
 
Develop a decision making profile which helps you effectively deal with the selling and negotiation processes


Know What You Are Going to Do in All Aspects of Your Life after You Leave Your Business
 
Innervisions’ Strategic Life Planning Sessions apply 7 proprietary planning steps and 12 “How To” techniques which help you to:

• Create a future that you cannot wait to begin living once you leave your business by filling in the void of leaving with a continuum of possibilities

• Find a new source of purpose and meaning outside of owning a business

• Make a successful transition to a fulfilling post transactional life

• Apply a new way of thinking that allows you to make well thought out decisions about what you want to do with your future


During the sessions you will develop an operational plan which tells you who you are at this stage of your life and what you really want to do in your post transactional life. The sessions help you to:
 
• Know who you really are at this stage of your life which is essential for knowing what you really want to do

• Make well informed life decisions and effectively deal with issues that could sabotage living a happy life

• Build the framework for thinking about your future in a whole new way

• Bridge the void of traditional retirement with opportunities

• Assess your lifestyle choices and view them from a “big picture" perspective

• Align what you do with who you really are
 
You will also create a tactical plan which describes in detail what you need to do to implement your lifestyle decisions in this new chapter of your life.

Guidebook for Your Life after Business

At the end of the coaching sessions, you will receive a Guidebook for Your Life after Business. Included in the reference book are 12 questions that create a template that you can refer to in the future for making informed lifestyle choices and wise life decisions.
 
Convenient, Anywhere, Anytime Web Based Planning Format
 
InnerVisions’ advisory planning services can be used anywhere and anytime since the planning sessions are designed around a unique web based personal exit and life planning format. All you need to do to enter into a session with an InnerVisions planning advisor is to call a toll free number and enter your exclusive access code. The web based format is objective, highly effective and totally confidential.


Transform Leaving into a New Beginning of The Platinum Years® - The Best 10-20-30 Years of Your Life

Innervisions Associates’ strategic planning advisory service shows you how to live a life of significance by filling your post transaction years with meaning and purpose. During the planning sessions you will learn how to:

Create a new chapter of your life that is based on your life’s purpose 

Change negative situations that you encounter into positive outcomes 

Think from a balanced mind set 

Transform the next third of your life by activating the Power of Balance 

Actualize your potential 

Know that your life is making a difference

Be connected to something larger than yourself

To Schedule a Confidential, Introductory Discussion to Explore Your Options for an Exciting New “Life after Business”
 
Call: 1.800.677.6715

Email: jb@theplatinumyears.com