What’s Next? Self-AssessmentTM

After your client completes the online questionnaire you will receive a report outlining their mental and emotional preparedness for the Business Transition Process including goals, outcomes, expectations and a formula-based, customized Scoring Summary with recommended next steps.

A complimentary copy of the acclaimed book by Jack Beauregard, Finding Your New Owner: For Your Business, For Your Life, is also included ($19.95 value). You can opt to have the book shipped to you or directly to your client.

Transition-Related Fears Questionnaire

Available to Certified Transition Planning Consultants only.

After your client completes the online questionnaire you will receive a report identifying their fears about the future once they leave their business including the root cause of fears from earlier life transitions and how you can help transform those fears into positive beliefs and actions.

Decision Making Profile Questionnaire

After your client completes the online questionnaire you will receive a report outlining which of the 5 key decision making styles they use to make high-stakes decisions and lifestyle choices, the associated characteristics and strengths, specific decision making approaches they want to avoid, and which Strategic StepsTM to focus on to create a well thought-out and personally satisfying Transition Plan.