Intro photo

Building a purposeful and meaningful next chapter

The world of family business has long focused on the challenges of the successor in stepping into leadership and following in the footsteps of their parents.  Little time has been spent understanding the challenges of their parents, aunts, and uncles as they transition out of day to day roles to meaningful roles that will sustain them in their next stage of life.  Through a dynamic curriculum based in peer to peer learning, case-based discussions, and personal coaching participants will explore questions such as:

  • How do I move from production to generativity to legacy?
  • How do we concretely enact our succession plan?
  • Who am I when I no longer have my operating role?
  • How do I identify what is most important for me to accomplish in the coming years to create the legacy that I want to leave behind.
  • What is my picture for the next phase of my life?
  • What governance systems need to be in place in order to support a healthy transition?
  • How do I assure that my estate plan will support healthy family relationships as well as minimizing my tax burden?

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Program goals

  • To help participants gain piece of mind and wellbeing about the next stage of life
  • To develop increased clarity and purpose as you transition from day to day operating roles
  • To develop a support network with whom to discuss these challenges and learn the commonalities of the experience and what is possible
  • To develop a personal roadmap and be intentional as we step into the next stage of our lives.


Session 1

  • What does retirement meant to me?
  • What is the dream that I have now at this point in my life?
  • How do I want to allocate my time? What impact can I have?
  • What is the state of my health? How can I better take care of myself and improve my health?

Session 2

  • What is the status of the most important relationships in my life?
  • What do I want to build on?
  • What might I want to be different?
  • What is the emotional role of money in navigating transitions?

Session 3

  • Who am I (separate and apart from my role in the business)?
  • What other roles do I play or want to play that will feed my soul? 

Session 4

  • Are the family and the business ready for transition?

Session 5

  • What are the developmental needs of the next generation?
  • What financial and legal plans need to be in place?

Session 6

  • What are my next steps?
  • What is my vision for the next phase?