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Your Next Adventure: Planning for Life After the Sale of Your Business

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Every good business owner has an operational plan-but only 17% create a fully articulated transition strategy. Even then, the focus is usually on monetary and legal concerns, ignoring the important emotional and lifestyle impact of the change. To take on your transition happily, successfully, and securely, you need a holistic plan that incorporates personal, family, and fi Every good business owner has an operational plan-but only 17% create a fully articulated transition strategy. Even then, the focus is usually on monetary and legal concerns, ignoring the important emotional and lifestyle impact of the change. To take on your transition happily, successfully, and securely, you need a holistic plan that incorporates personal, family, and financial concerns. In Your Next Adventure, the team from The Colony Group shows you how to craft a robust transition strategy that considers your business, personal, familial, and community needs. From pre-sale to post-sale, Rowe, Fitts, and Weeks will help you plan ahead, assemble the right professional advisors, and incorporate your values, legacy, and loved ones into every choice you make. It's never too early to start planning for life after the sale of your business. Your Next Adventure will prepare you for a future filled with potential, purpose, and satisfaction for you and those you care about.


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Every good business owner has an operational plan-but only 17% create a fully articulated transition strategy. Even then, the focus is usually on monetary and legal concerns, ignoring the important emotional and lifestyle impact of the change. To take on your transition happily, successfully, and securely, you need a holistic plan that incorporates personal, family, and fi Every good business owner has an operational plan-but only 17% create a fully articulated transition strategy. Even then, the focus is usually on monetary and legal concerns, ignoring the important emotional and lifestyle impact of the change. To take on your transition happily, successfully, and securely, you need a holistic plan that incorporates personal, family, and financial concerns. In Your Next Adventure, the team from The Colony Group shows you how to craft a robust transition strategy that considers your business, personal, familial, and community needs. From pre-sale to post-sale, Rowe, Fitts, and Weeks will help you plan ahead, assemble the right professional advisors, and incorporate your values, legacy, and loved ones into every choice you make. It's never too early to start planning for life after the sale of your business. Your Next Adventure will prepare you for a future filled with potential, purpose, and satisfaction for you and those you care about.

35 review for Your Next Adventure: Planning for Life After the Sale of Your Business

  1. 4 out of 5

    Ashlee Woods

    As advisors help their clients navigate exit planning and pursue their next chapter in life, this book identifies that these conversations must be driven by new assumptions and considerations. Written by experts in the wealth management industry, the content is timely and relevant.

  2. 5 out of 5

    Melissa Cheresnick

  3. 5 out of 5

    Mundy Wilson

  4. 4 out of 5

    Carol

  5. 4 out of 5

    Alma Petterson

  6. 4 out of 5

    Micielle

  7. 5 out of 5

    Frederick Rotzien

  8. 4 out of 5

    Deborah Gerhart

  9. 5 out of 5

    Alexandria

  10. 5 out of 5

    Kim Ellis

  11. 5 out of 5

    Melisa Dowling

  12. 4 out of 5

    Sam

  13. 4 out of 5

    Bill Schlott

  14. 5 out of 5

    Amin Rezaei

  15. 4 out of 5

    Holly

  16. 5 out of 5

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  17. 4 out of 5

    Raymond Stone

  18. 5 out of 5

    Susan

  19. 4 out of 5

    Judi

  20. 4 out of 5

    Cindy

  21. 4 out of 5

    Jerrilynn Atherton

  22. 4 out of 5

    Christopher DuCharme

  23. 5 out of 5

    Cheryl

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  25. 4 out of 5

    Wendy

  26. 5 out of 5

    Celeste

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    Stacia Chappell

  28. 5 out of 5

    Pam

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  30. 5 out of 5

    Melinda M

  31. 5 out of 5

    Nora

  32. 4 out of 5

    LAURI CRUMLEY COATES

  33. 4 out of 5

    Brooke

  34. 4 out of 5

    Alex Helm

  35. 5 out of 5

    Wanda C

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