Every successful transition rests on the three legs of the stool in the Value Acceleration Methodology - business, financial, and personal. The personal leg is often overlooked, yet it can make or break the outcome. When owners are ready for life beyond the business, the process gains clarity and momentum. When they are not, it can stall. In this masterclass designed for Certified Exit Planning Advisors, you'll learn how to:

☑️ Recognize where personal readiness fits within the Value Acceleration Methodology and, alongside the value, profit, and wealth gaps, identify and address another critical gap, the Personal Readiness Gap. 

☑️ Introduce the topic of personal readiness in a way that resonates with owners.

☑️ Spot conversation red flags that suggest a client may not be ready to exit and how to respond.

☑️ Invite clients to explore a Personal Readiness Assessment and see how this approach benefits both them and you.

You'll leave with a clear and practical approach to guide owners through this essential part of the exit journey. Strengthen your role as a trusted transition advisor and help clients move not just from business success to significance, but to a life of significance as well.

Presented by Susan Latremoille and Marianne Oehser, Co-Founders, Next Chapter Lifestyle Advisors (learn more below).

REGISTER TODAY

WHEN : September 24, 2025 from 12-1 PM ET     LOCATION: Online (Session details will be provided upon registration)

Presented By Susan Latremoille and Marianne Oehser

Susan and Marianne are Co-Founders of Next Chapter Lifestyle Advisors and faculty for the Exit Planning Institute’s CEPA® Program. They help advisors and business owners prepare for life beyond the business by focusing on the personal side of transition, including identity, purpose, lifestyle, and readiness for change, integrated with financial and business strategies. 

Learn more about Susan and Marianne here.