Your Fractional Life Coach Advantage

Elevate Your Offering  |  Empower Your Clients  |  Set Your Business Apart

Serving The Exit Strategy Industry

"The Psychology of the Exit"

The Big Day

You gather in the room to sign the transaction documents. It’s been a long road to get where you are today. Everything rides on the completion of the sale documents. You’ve done everything you can to make this day a success, what could go wrong? Well… We can think of five things:

1. Conflict. If there are multiple owners with differing visions or expectations for the sale or future of the business, disagreements can escalate, making it difficult to present a unified front to potential buyers or to agree on sale terms. This is also true of conflict between family members, boards, and key personnel.
2. Emotional Attachment. If you have built your businesses from the ground up, you may have a strong emotional attachment to your company, making it hard to let go. This can lead to second-guessing the decision to sell, especially if the offers don't meet your emotional valuation.
3. Retirement Anxiety. For many of you, your business is not only your life's work but also your primary source of income. Anxiety about financial security post-sale and the lifestyle changes that retirement brings can cause you to back out of deals. 
4. Fear of Regret. The fear that you might regret selling later can lead you to stall or sabotage the sale process. This is particularly true if the sale is prompted by temporary challenges that you believe could still be overcome. 
5. Loss of Identity. For many business owners, their personal identity is deeply intertwined with their business. The prospect of losing this can lead to a reevaluation of the desire to sell.

Our Solution

We specialize in providing executive coaching services focused on the unique challenges of business owners during critical transitions like selling their business. We understand that the emotional and interpersonal complexities can often stall or even derail transactions. Our coaching offers personalized strategies to help owners overcome these barriers, ensuring they are ready and confident to move forward with the sale.

1. We address conflict. We facilitate conflict resolution sessions to help owners express their concerns and goals in a controlled environment. We help to encourage the development of a shared vision for the sale and future of the business, possibly through a mediated agreement that respects all parties' interests.
2. We address emotional attachment. We employ coaching techniques that focus on emotional intelligence and letting go. We help the owner visualize the positive aspects of selling, such as new opportunities for growth or personal freedom. This can include life coaching aspects that prepare them for the next chapter in their life.
3. We address retirement anxiety. We provide coaching support alongside the work you do on retirement readiness. While you focus on both financial security, we focus on a fulfilling life post-sale. We help you help your clients to develop a comprehensive retirement plan that aligns not only with their financial aspirations but their personal aspirations as well.
4. We address the fear of regret. We work with the owner to thoroughly analyze the pros and cons of selling, focusing on long-term strategic benefits. We use decision-making frameworks to assess the sale’s alignment with personal and business objectives, helping mitigate feelings of potential regret.
5. We address the loss of identity. We explore the owner’s identity beyond their business through personal development coaching. We encourage them to factor in the pursuit of personally valued hobbies, interests, or philanthropic activities that can provide a new source of identity and purpose.

Benefits to Your Business and Your Clients

• Comprehensive Client Support: Offer your customers not just preparing a business for sale, but a path to personal growth and fulfillment, setting your services apart in a crowded market of exit strategy providers. By adopting a more person-centric approach, your firm's market reputation as a leader in client care is strengthened, attracting new clients and fostering loyalty among existing ones. Deepen your relationships with clients by supporting not just their business goals, but their personal aspirations and well-being.
• Unique Selling Proposition: Our fractional life coaching allows you to offer a unique selling proposition, ensuring both optimal business outcomes and the well-being of the business owner post-sale, distinguishing your firm in the market.
• Increased Deal Success and Satisfaction: Integrating a fractional life coaching advantage to your process enhances deal success rates and client satisfaction by preparing your business owner clients mentally and emotionally for the transition, reducing the risk of last-minute deal complications. Partnering with our fractional life coaching service reduces the stress and anxiety of selling a business, leading to clearer decision-making and facilitating a more efficient transaction process.
• Long-term Client Engagement: A fractional life coach will enable you to maintain sustained engagement with clients post-sale, fostering long-term relationships and opening doors to future opportunities, referrals, and an expanded network.
• Diversified Service Portfolio: Expand your service offerings with a unique advantage that addresses the growing demand for personal and professional development among midlife professionals.

What We Do

• Development Workshops: We’ll conduct 4-6 workshops per year aimed at enriching your clients’ lives through enhancing their leadership skills, managing their transition from a personal perspective, and planning for a meaningful legacy.
• Library of Resources: We’ll provide informative 24/7/365 resources for your clients which are easily accessible and searchable based on your clients’ needs. These resources are grouped according to the “Six Hallmarks Framework”. Your clients can access information in those 2am panic moments.

All of this for a simple, low monthly retainer.

PLUS, if your customers desire an executive coach, we offer that too. We will help them develop their own personal strategic plan for a lasting impact, ensuring their business and personal life contribute to a cohesive legacy. Your customers benefit from a reduced executive coaching rate because they are working with you on the business.

Ready to learn more?

Schedule a call and we'll answer all your questions: