Jack is a nationally recognized expert in transition planning.
His strategic planning steps and decision-making techniques have been helping baby boomers successfully address the identity crisis of leaving full-time work, showing them how to transform traditional retirement into The Platinum Years, sm the best 10-20-30 years of their life after leaving their companies by filling their lives with new meaning and purpose. Jack’s seven proprietary principles show baby boomers how to create lives of significance.
Jack trains advisors to help guide their clients through this major life transition into The Platinum Years®. His books, tools, seminars and programs help people clarify these inevitable questions:
Financial Advisor Transition & Succession Planning
Helping Financial Advisors Transition Their Client’s Business
For Client Events
“I wanted to thank you for the outstanding presentation that you delivered to our Certified Business Exit Consultant exit planning course. Your presentation assisted in creating an outstanding educational, practice management, and networking event for all participants. Thank you again for an outstanding contribution to our CBEC program.”
John M. Leonetti, CEO Pinnacle Equity Solutions, Inc..
“I worked with STPI to create a game plan for myself especially pertinent to my sixth decade. Using STPI’s planning process, I worked through a number of issues including where I want to live, how I want work and career to factor into my future, and hobbies and volunteer activities I want to experience and peruse. Creating a game plan was a significant deliverable of the process. I’m not boxed into anything but appreciate having thought through various alternatives. The written plan provides peace of mind and a touchstone to ensure I am using my time and energy to fulfill my vision and live by my values.”
Joni Youngwirth, Managing Principal of a financial broker-dealer company
“STPI helped me build a bridge from my former role as a business owner, to my transitional role as a member of the management team of the acquiring business, to my future goal—a productive and successful balance between work I enjoy and a satisfying personal life. I can recommend STPI without reservation if you are facing challenges and change.”
S. Z. Harris, Founder and Former Owner of a medical reimbursement software company
“I enjoyed the time [working with STPI]. Got my mind and thinking focused. The sessions got me unstuck. It has been 5 months since I went part time and as of Friday I am done with [my former company]. I will no longer be on the payroll but will help them on a few issues in the next few months that will still need a little help. My summer has been terrific and I seem to be busier than ever. I can’t seem to do all that I want to. Did not get enough sailing, biking or kayaking in this summer but that is OK. I have been following the plan STPI and I outlined and could not be happier.”
Larry Shwartz, Former Co-owner of a large food distribution company
In 1983, Jack founded Designer Orthopedics, the first cost-containment company in the U.S., which he built into a multi-million dollar business. Jack then decided to transition out of that company and in 1988 founded InnerVisions Associates, which focused on integrating the human and cultural issues in mergers-and-acquisitions. Associates of InnerVisions were involved in the integration of 140 mergers.
As part of this process Jack helped owners who had sold their businesses and executives of merged companies determine what they wanted to do after leaving their companies. Realizing that the “what next?” question would be a growing problem for baby boomers in the coming years, Jack then founded the Successful Transition Planning Institute to help baby boomer business owners and executives deal successfully with this challenge.
Jack has presented his unique approach on many radio and television programs, including National Public Radio and the Voice of America worldwide business program. He is also a popular keynote speaker at conferences, seminars and workshops. In 2011 he authored Finding Your New Owner: For Your Business, for Your Life, an award-winning book that describes his unique approach to transition planning for baby boomer business owners.
Jack speaks periodically at Salem State University (MA) on how baby boomers can make successful transitions from their full-time positions. He is an alumnus of Harvard University and holds a bachelor’s degree in Political Science from Duquesne University in Pittsburgh, PA.
The best is yet to come! Explore new opportunities, new adventures, new challenges and a dynamic lifestyle.
This workshop, based on personal insights, experiences and years of working with financial advisors, can help you plan the transition from your current mind and place into the next chapter of your life.
From this presentation you will walk away knowing:
Would you like to capture some of the 10 trillion dollars that will be transferred by baby boomer business owners in the near future?
In this speech you will learn how owners can keep working while they live a new, dynamic next stage of their lives. You will also become aware of best practice tools that help owners become intellectually, emotionally, psychologically, structurally and spirituality prepared to leave their companies which provides you the opportunity to manage their liquidity events.
Financial Advisors will walk away knowing:
On the average, eighty percent of business owners’ net worth is an illiquid asset that is tied up in their companies.
Money that they will need to fund the next chapter of their lives, yet seventy-five percent of baby boomer business owners have no plan to unlock their frozen wealth because they themselves are mentally and emotionally frozen by the very idea of thinking about leaving their companies.
This presentation is designed to help owners wrap their hearts and minds around the very thought of leaving their companies. Jack shows business owners and their advisors how to use an “integrated transition planning process” to achieve superior transition results.
This timely seminar helps baby boomer business owners successfully answer:
At This Session Owners Will Learn:
In this inspiring and transformative presentation, Jack Beauregard explains how Baby Boomers can use their Platinum Years —an active 10-20-30 years between “traditional” work and retirement—to create an exciting, meaningful new stage of life. Jack Beauregard will explain:
The programs help you become both intellectually and emotionally prepared to think about leaving your full time position, also known as retirement, even if you don’t know what questions to ask.