The Exit Planning Coach Handbook: A Guide for Advisors to Business Owners

What does it take for a business owner to be happy after leaving the business?

Multiple surveys show that a majority of owners have regrets a year after leaving their businesses. After the initial “vacation period” of travel and recreation, too often they find themselves adrift without their companies. They lack the activity, purpose and identity that their businesses provided.

The Exit Planning Coach Handbook is a guide for advisors to business owners. We believe that entrepreneurs need to move forward towards exciting goals. That is what made them successful in the first place, and what will help them find satisfaction in their lives after the business. That comes from building a vision for the next stage of life that is not only well-defined, but is more exciting than what they are doing now.

This book is for every advisor who works with business owners. It describes why coaching before the sale is necessary, how working with owners is different than counseling other executives, and lays out the steps of coaching discovery that help to bring owners to better outcomes for the most important financial transaction of their lives.