What you will learn in this video

• ✓Understand the purpose of the Personal Readiness Methodology and why it should complement traditional business exit planning.
• ✓Learn about the five core elements: Values, Talent, Tribe, Time, and Treasure.
• ✓Discover how to help business owners prepare for life after business ownership by exploring identity, purpose, relationships, and personal priorities.
• ✓Understand how to use the accompanying worksheets and email templates to guide meaningful Personal Readiness conversations.

About this video

This lesson introduces the Personal Readiness Methodology and explains how advisors can help business owners prepare for life beyond the business alongside traditional exit planning. You'll explore the five core elements of the methodology and learn how to use practical resources to help owners define their future goals, rediscover purpose, and build a meaningful vision for their next chapter.