You’re Just Getting Started

Who says Baby Boomers’ only choice is a slow decline into the “Golden Years?”

Welcome to a new model:  The Platinum Years®. The best 10-20-30 years of your life.

Recent studies show that today’s Baby Boomers leaving their work don’t want to “retire” in the sense of just playing golf every day. As a dynamic generation of people that has driven the most significant change in history, it’s no surprise that Baby Boomers hope to enter a new stage of active, meaningful life. That said, if you’re over 50 – like so many of us are – you’re likely wondering what’s next? Are you looking at leaving your company but not yet ready to “retire?” What if leaving your business or career was your “second act” versus your finale?

There’s a purpose-filled life ahead of you filled with possibility, and we can show you how.

Our proven programs, methodology and advice provides clear logic and peace-of-mind to help you create a plan that not only supports your vision for the future, but also your all-important emotional needs as you move through this transition.

Click to learn more on the 3 ways we help you with your outlook on this exciting next chapter of your life:

How Ready Are You? Transition Preparedness Self-Assessment

Determine how prepared you are to transition into the next stage of your life: emotionally, intellectual, psychologically, spiritually and structurally.

Take it now

What’s Next for your business and personal future?

Download this FREE essential guide to learn how to avoid retirement remorse and “push start” on a successful business and personal transition.

Get it Now

Finding Your New Owner - a ground-breaking book by Jack Beauregard

The proven, pivotal transition planning steps in this acclaimed book for Baby Boomer business owners could save your business, your wealth and your life.

Download Chapter 1 - FREE

Find an Advisor

Our Transition Planning Consultants can guide you through our programs, helping you make the right decisions now and for the future so you can have peace-of-mind. We also offer a network of experts that can deliver legal, tax, business and financial solutions.

Explore our Advisor Network

What Our Clients Think


"STPI helped me build a bridge from my former role as a business owner, to my transitional role as a member of the management team of the acquiring business, to my future goal—a productive and successful balance between work I enjoy and a satisfying personal life. I can recommend STPI without reservation if you are facing challenges and change."


S. Z. Harris
Founder and Former Owner of a medical reimbursement software company

2015-01-19T16:26:02+00:00
“STPI helped me build a bridge from my former role as a business owner, to my transitional role as a member of the management team of the acquiring business, to my future goal—a productive and successful balance between work I enjoy and a satisfying personal...


"The Personal Transition Planning experience was not only positive, it was also provocative since it made me think. Conversations in the sessions allowed me to get a clear vision of myself, understand what I wanted to do and be able to forge a clear path for my life."


Sam Palestine
Former Co-Owner of an office supply company

2015-01-19T16:10:42+00:00
“The Personal Transition Planning experience was not only positive, it was also provocative since it made me think. Conversations in the sessions allowed me to get a clear vision of myself, understand what I wanted to do and be able to forge a clear path...


"I enjoyed the time [working with STPI]. Got my mind and thinking focused. The sessions got me unstuck. It has been 5 months since I went part time and as of Friday I am done with [my former company]. I will no longer be on the payroll but will help them on a few issues in the next few months that will still need a little help. My summer has been terrific and I seem to be busier than ever. I can't seem to do all that I want to. Did not get enough sailing, biking or kayaking in this summer but that is OK. I have been following the plan STPI and I outlined and could not be happier."


Larry Shwartz
Former Co-owner of a large food distribution company

2015-01-19T16:11:16+00:00
“I enjoyed the time [working with STPI]. Got my mind and thinking focused. The sessions got me unstuck. It has been 5 months since I went part time and as of Friday I am done with [my former company]. I will no longer be on...


"I worked with STPI to create a game plan for myself especially pertinent to my sixth decade. Using STPI’s planning process, I worked through a number of issues including where I want to live, how I want work and career to factor into my future, and hobbies and volunteer activities I want to experience and peruse. Creating a game plan was a significant deliverable of the process. I’m not boxed into anything but appreciate having thought through various alternatives. The written plan provides peace of mind and a touchstone to ensure I am using my time and energy to fulfill my vision and live by my values."


Joni Youngwirth
Managing Principal of a financial broker-dealer company

2015-01-19T16:11:48+00:00
“I worked with STPI to create a game plan for myself especially pertinent to my sixth decade. Using STPI’s planning process, I worked through a number of issues including where I want to live, how I want work and career to factor into my future,...