Title Image

Survey Center


Successful Transition Planning Institute offers exit planning tools, information and guidance on the Business Transition Process.

To help you guide your clients in making the right decisions for their future, we are pleased to offer a selection of online questionnaires based on a proven, proprietary Transition Planning System.

What’s Next? Self-AssessmentTM

This assessment of your clients’ mental and emotional preparedness for the Business Transition Process will generate a comprehensive report including:

  1. Clarification of goals and outcomes they want to achieve
  2. Outline of expectations, attitudes, and emotions
  3. Customized Scoring Summary based on proprietary formula with recommendations and next steps

The purchase of the What’s Next? Self-AssessmentTM includes one copy of the acclaimed book Finding Your New Owner: For Your Business, For Your Life by Jack Beauregard.

Transition-Related Fears Questionnaire

Identifies your clients’ fears about the future after they leave their business providing you with a report outlining criterion to:

  1. Understand the root cause of fears from earlier life transitions
  2. Transform fears into positive beliefs and actions

Available to Certified Transition Planning Consultants only

Decision Making Profile Questionnaire

Assesses the “head” issues involved in creating an effective exit plan, specifically which of the 5 key decision making styles your clients use to make high-stakes decisions and lifestyle choices. The associated characteristics and strengths outlined in the resulting report will enable you to decipher:

  1. Specific decision making approaches they want to avoid
  2. Which specific Strategic StepsTM they need to pay particular attention to in order to make a well thought-out and personally satisfying Transition Plan


How it Works

  1. Questionnaires can be ordered one-at-a-time with a credit card or save by purchasing bundles of Pre-Paid Credits.
  2. Your clients receive a customized email with a link to the online questionnaire and a unique access code.
  3. After your client completes the questionnaire, a custom report is generated and sent to you.
Order a Questionnaire

Select & Order

Buy Pre-Paid Credits

Save up to 50% with Pre-Paid Credit bundles for multiple questionnaires


Share Survey Center
Become an STPI Associate with a Survey Center link on your website