Owner's Clarification System for Advisors

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New 3-part system to guide clients though the tumultuous process of transferring their business to new owners. Questionnaire, book and 30 minute phone consult with a Transition Planning Consultant.
Easy-to-Use, Easy-to-buy, Easy to explain to clients

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  • By maintaining a balance of credits, you can order questionnaires for a lead or client from any web-browser – even your mobile phone 24/7 and Receive them in your email inbox 24/7
  • Owner's Clarification System for Advisors

    1. 1. “Owner’s Clarification System” Focuses On Owner’s Emotional Readiness for the Business Transition Process© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    2. 2. Why Too Many Good Deals Die“From a business broker’s perspective, I see more deals fall apartover ‘soft’ issues than over technicalities. If an owner does nottake the time to prepare emotionally for what may very well beone of the most significant transitions of their adult life, then itcan be hard to commit to the process and see it through to apositive outcome. Owners who ignore the emotional aspects ofexiting often end up sabotaging the entire process, perhapswithout even understanding why.” - Professional Business Broker © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    3. 3. The Problem: Effects of Owner’s Unrecognized Emotional Issues• Owner not motivated to engage in or complete the transition process• Reluctant to think through all the issues• May sabotage the transition process by experiencing “Seller’s Remorse” © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    4. 4. The Successful Transition Planning Institute• A nationally recognized innovative leader in the Head and Heart issues of owners in transition• STPI’s Transition Planning programs help owners deal with the mental and emotional aspects of the business transition • STPI’s highly acclaimed new book, Finding Your New Owner: For Your Business, For Your Life by Jack Beauregard, author, founder, and CEO at STPI © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    5. 5. STPI’s “Owner’s Clarification Report” A New Tool to Help Advisors• Provides owners with positive motivation for engaging in and completing the transition process• Reduces Owner’s Risk and Builds Their Peace of Mind• Helps owners think more clearly about their new future and helps them recognize if they need to develop a more complete plan for their life after they leave their company• Saves everyone money by avoiding Owner’s Indecision and Seller’s Remorse © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    6. 6. STPI’s “Owner’s Clarification Report”• Easy to understand: o see sample Owner’s Clarification Report• Easy to present to the owner o 62 questions, 20-30 minutes• Referring to STPI’s expertise bring credibility to an advisor discussing “soft” issues © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    7. 7. “Owner’s Clarification Report” Part I. Owner’s ResponsesPresents in a Clear and Organized Way:• Owner’s motivations for wanting to leave• Their transition goals• Their attitude and expectations• How emotionally prepared they are for leaving• If they have a plan for a meaningful and purposeful new life after they leave their companies © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    8. 8. Owner’s Clarification Report Part II. Analysis-Section• Analysis for each area presented in an easy to understand streetlight format: Green very high readiness (low risk) Yellow mixed readiness (medium risk) Red very low readiness (high risk)• Explanation of each Recommendation and Next Steps © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    9. 9. Summary of OCR© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    10. 10. Cover page of full report© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    11. 11. © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    12. 12. © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    13. 13. © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    14. 14. © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    15. 15. © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    16. 16. How to Use the OCRClient Assessment2.Advise the owner that you will send a survey3.Log in, send questionnaire4.Receive, Read the report5.Meet with client to review – Assess client fit for a good transition process – Business or financial issues to address © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    17. 17. How to Orderwww.successfultransitionplanning.com © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    18. 18. Log in page© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    19. 19. © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    20. 20. Option One – Pay by Credit Card © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    21. 21. © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    22. 22. Pay by credit card© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    23. 23. Thanks for your order© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    24. 24. Option Two - Buy with credits© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    25. 25. Buy 100 credits© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    26. 26. © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    27. 27. Order with Credits© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    28. 28. Pay with Credits© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    29. 29. Thanks for your order© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    30. 30. Email to Client© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    31. 31. Thank you email to ClientRegardsPaul CroninAcme Advisors © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    32. 32. Email to Advisor© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    33. 33. Owner’s Clarification System• Owner’s Clarification Questionnaire and Report (OCR)• Free book: “Finding Your New Owner” (client option)• Free 30 minute consult with a Transition Planning Consultant (at advisor’s option) © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    34. 34. Testimonial from an owner © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    35. 35. Testimonial from a broker© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    36. 36. Testimonial from a business advisor © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    37. 37. Buying Credits makes you $$$ fasterBy maintaining a balance of credits you: • can order questionnaires for a lead or client from any web-browser, even your mobile phone 24/7 • receive them in your email inbox 24/7 • set follow up meetings faster • work with better prepared clients • make more money $$$ © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    38. 38. Starter Pack Saves $1,000 • The OCR helps advisors reduce the risk of Owner’s Indecision and Seller’s Remorse • 20 credits earns you Five OCRs to get going right away with clients and prospects • 25 copies of Finding Your New Owner are great prospecting tools • “8 tips plus template letter to gain more clients” • Remember - each client who takes an OCR needs to receive a copy of the book!© 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    39. 39. New User sign up © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    40. 40. Email to new OCR user Hello, Thank you for ordering the Starter Pack of 20 credits and 25 copies of Finding Your New Ownerfor $500.00. (A savings of $1,000!) Your username is your email address: ABC@ABC.COM Your Temporary password is: demouser2012 (STPI recommends that you change your password after your first log in to increase yoursecurity). To Get Started: •Click this link to login: (if the link fails go to copy and paste successfultransitionplanning.com into your browser.Once there, click on “Find Advisors” and then log in) © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.
    41. 41. Successful Transition Planning InstituteOne Mifflin PlaceHarvard SquareCambridge, MA 02138800.677.6715SuccessfulTransitionPlanning.com (Linkedin, Twitter, Facebook)Jack Beauregard, author, founder and CEOjack@thenexttransition.com, 617.576.5728Paul Cronin, partner, Director of Business Developmentpaul@thenexttransition.com, 978-749-9546 © 2011-2012 by Successful Transition Planning Institute. All Rights Reserved.

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