People nearing the sale of their business often lack certainty and clarity about who they will be, why they will matter, what they will
Michelle Fritsch
Call Me When… Exiting leaders need solid guidance for personal health during the transition, after the transition, and new purpose in the next phase.
An owner has been healthy…until that last year before exit. The health decline right before exit sneaks up on you. Have you seen it
Charlie ‘kept his cards close to the chest.’ He was a husband, father of three grown children, and a business owner. Then he received
You have been strategic your entire career. – Strategic with and for your business– Strategic
Owner Health – Plan to Keep It George was healthy, leading his business, and feeling like he had reached his goals. He went to
Making you all aware there is a one day event in Charlotte for owners who have not yet made time for the personal side
Your Health – Stabilize It Your owner clients been carefully planning and nurturing their career. Has their health been planned with the same intention?
As you work with your clients, do you get a feel for the depth of their personal planning? Are they willing to release what’s
Will yours be a Truly Rich Life without Lasting Health? These questions and stories are for you to share with your owner clients. What
Preparing to Exit? We need YOU! You are uniquely able to make a real difference. Consider your skills. In your career, how often
Protect owners from the 5 D’s in a proactive way! When personal planning aligns with business planning, the 5 D’s can be minimized. Dysfunction
Interests + skills + perspective + heartbreaks = purpose ===> health I left academic leadership and clinical practice to get in front of the
We know that a way higher-than-acceptable percent of those who sell their company have many regrets a year later. A piece of that is
You have been working on the transaction for months. The business has gotten healthy with great valuation increase. Now is the time to get
– Friends since high school or before – Teammates – Golf buddies – Successful businessmen – In mid 60’s thinking about retirement – Planning
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