What you will learn in this video

• ✓Understand the five core elements of Personal Readiness: Values, Talents, Tribes, Time, and Treasure.
• ✓Learn how to help business owners reflect on their personal priorities and define their vision for a meaningful Second Wave Life.
• ✓Discover how to turn personal reflections into actionable next steps, including family conversations and unfinished readiness work.
• ✓Understand how to guide owners from personal readiness toward professional planning when they are ready to pursue an exit.

About this video

This lesson brings together the Personal Readiness Methodology, helping advisors guide owners through their final reflections and prepare for life beyond business ownership. It explores the five core elements of readiness, encourages meaningful family conversations, and helps owners translate their Second Wave Life vision into actionable next steps, including the transition toward professional exit planning.