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About Us

Redefining what it means to retire.

Personal transition planning is essential for successful business transactions, yet high-powered business owners, executives, and professionals often fail to plan effectively due to limited thinking and uncharted territory.

With the growing wave of baby boomers getting ready to exit their companies but not wanting to retire in the traditional sense, Successful Transition Planning Institute is redefining what it means to retire.

Our Approach

We take a cognitive approach to the challenge of planning and determining what clients should do with their company and the next third of their lives, specifically targeting the often overlooked “logic” and “heart” issues that can show up as “hurdles” during the transition from a company or work-life transition.

Using proven, proprietary methodology and a network of professional advisors, we provide peace-of-mind with easy to use transition planning strategies to help clients successfully answer the “what next” question.

As a result, clients are able to:

  • Achieve clarity;
  • Explore new opportunities;
  • Find new meaning; and
  • Discover a new sense of purpose.

Our Experience

With over 20 years of experience in helping business owners, executives and professionals, Successful Transition Planning Institute’s proprietary programs are based on over 25 years of research and development.


Meet Our Team