Exiting Business Owners

You’ve built a successful company, now it’s time to build a significant new life.​

Exit Planning Advisors​

Exit Planning Isn’t Just About the Business​

Exit Planning Isn’t Just About the Business​

If you’re like most business owners, the conversations around exit planning have focused on enterprise value, succession, and tax strategy. Those are essential but they’re not the whole picture.​ ​What often gets overlooked is you.​ Your goals. Your identity. Your lifestyle after the sale.​

​Without a clear picture of what comes next, many owners struggle some even delay or reverse their exit. That’s why addressing personal readiness is just as important as business and financial readiness when planning a successful transition.​

Are You Ready to Exit the Business And Enter Your Next Chapter?​

Are You Ready to Exit the Business And Enter Your Next Chapter?​

Susan Latremoille
Susan Latremoille

Selling your business is more than a transaction. It’s a major life shift.​

You may be wondering:​

  • What will I do with my time?​
  • Will I still feel relevant, needed, and fulfilled?​
  • What happens to my identity when I’m no longer “the owner”?​

These are not just emotional questions. They directly affect your ability to plan confidently, exit on your own terms, and avoid regret after the deal is done.​

That’s Where We Come In​

That’s Where We Come In​

Susan Latremoille

We know for you to be personally ready to sell your business means you are emotionally, mentally, and practically prepared to let go of their role, identity, and routines tied to the business not just financially ready. It’s about your ability to transition into the next chapter of life with clarity, purpose, and confidence.​

We Help You …​

  • Feel peace, not panic, at the thought of moving on​
  • Understand who they are without the business​
  • Have a plan for how your new chapter will affect your personal life​
  • Have something to retire to, not just retire from​
  • Know what your new sources of meaning, contribution, or accomplishment will be​
  • Take small steps now to shift roles, delegate, or reduce involvement​
Susan Latremoille

Bert’s CASE STUDY

Personal Exit Readiness for Beyond the Business is our 3-step process to prepare business owners for what’s next ​

Case Study: From Fear to Fulfillment — Bert’s Next Chapter​

Personal Exit Readiness for Beyond the Business is our 3-step process to prepare business owners for what’s next ​

Personal Exit Readiness for Beyond the Business is our 3-step process to prepare business owners for what’s next ​

When you’re preparing to exit your business, you’re not just planning a transaction you’re stepping into a new chapter of life. Our three-step process helps you get clear, get ready, and move forward with confidence.​

Step 1: Assess Personal Readiness (Discovery Phase)​

In the early stages, we help you explore how ready you truly are emotionally, mentally, and practically to step away from your business. This phase uncovers hidden roadblocks and opens space to reflect on your values, identity, and personal goals for life after ownership.​

Step 2: Envision the Next Chapter (Prepare Phase)​

Together, we build a clear and compelling vision of what life after the business could look like. This longer term view is integrated into your wealth gap analysis, helping ensure your financial goals support the lifestyle you want. We also help you design a short-term lifestyle shift for more balance now not just later.​

Step 3: Plan the Transition (Go-to-Market Phase)​

Once you’re actively preparing to sell, we work with you to develop a detailed plan for your next chapter, whether that includes time off, new ventures, philanthropy, travel, or simply space to breathe. Having a roadmap helps reduce anxiety and keep your decisions aligned with what matters most.​

Why It Matters​

Why It Matters​

Susan Latremoille

Business owners who take the time to plan their next chapter experience:​

  • Greater clarity about their future​
  • Smoother transitions with fewer regrets​
  • Stronger relationships with family and advisors​
  • A renewed sense of purpose and excitement for what’s ahead. ​

And your team including your wealth manager, CEPA professional, and family members benefit from your clarity too. Everyone is aligned with your vision, making success far more likely.

Easing Into What’s Next

Why It Matters​

Stepping away from your business doesn’t have to be an abrupt stop. Think of it as taking an off-ramp and slowing down gradually so you can navigate what’s next with clarity and confidence. This approach gives you time to explore new interests, redefine your purpose, and avoid the emotional whiplash that can come with going from high speed to zero overnight​

Susan Latremoille

What Other Business Owners Have Said…​

What Other Business Owners Have Said…​

“You were right on with your recommendation of Next Chapter Lifestyle Advisors for guidance with my retirement planning. Susan and Marianne have been outstanding in helping me to create the roadmap for as you mentioned, ‘a fulfilling, balanced and purposeful life in retirement’”

Former Dentist
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“Marianne is a great coach. She helped me realize what retirement would be like and what is important to me. She also made me accountable.”

Former Business Owner
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“This was a very good investment in our time, money, and the effort we put into it. It helped us clarify how we could implement our dreams and desires.”

Former Financial Advisor
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“Working with you has improved my life and especially helped me make the transition into the next phase of my life very smooth. In fact, by working on a plan with your help, I am more excited about life in this next
phase than I have been for years. You are a true professional who provides objective guidance and an individual who cares about the people you are working with.”

Former business owner
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Susan Latremoille

Marianne Oehser