Wednesday, June 17, 2009


Ever since I 'finalized' my mission statement (see the masthead at the top of this blog) a few months ago, I've had an uneasy feeling. It just wasn't quite right.

First, my focus isn't just business owners - its business leaders, both owners and non owners.

My expertise (and my passion) is in two areas:

  • Helping business leaders build the next generation of company leadership - including both their successor and the leadership team - to assure the future success of the company.
  • Helping those leaders plan and implement their personal transition from the business into life after work - what I call their 'third phase.'

Second, ownership transfer, including 'harvesting income upon retirement' is the work of lawyers and financial advisors - people the business owner (hopefully) already has retained.

My role is as a personal coach, team builder and strategic planner - all areas of focus significantly different than the work of lawyers and financial advisors. I might often interact with these professionals but, most of the time, I see myself working directly with leaders and the leaders' team.

So, based on this reasoning, I have changed my mission statement to:

Coaching business leaders contemplating retirement

Who want to leave a lasting legacy and

Build a meaningful life after work.

There, that feels better!