Your Next Adventure: Planning for Life After the Sale of Your Business - Softcover

Marshall Rowe, President, Business Owner Services and Managing Director, Northern New England at The Colony Group, has over thirty years' experience developing portfolio strategies and analyzing investment opportunities.

James Fitts, CFP, Managing Director, Business Owner Services and Senior Family Wealth Advisor at The Colony Group, has been assessing personal and business financial positions and advising family-owned businesses on ownership and succession for more than forty years.

John Weeks, CExP, Managing Director, Family Wealth & Business Transition Planning at The Colony Group, has been working in wealth management, commercial banking, and family business for over thirty years.

Together they help clients attain life goals, as well as financial objectives.

"Over my career, I've found successful entrepreneurs lost after the sale of their business. This book will help them learn how to make a solid plan for not only themselves but the people closest to them as well."
--Elaine Glass, business consultant and life coach

"The sale or transition of ownership of a business is undoubtedly one of the most important events that an owner deals with. Adequate planning is an absolute necessity to ensure the desired results. This book is a great tool in preparation for the actual sale. It is Exit Planning 101."
--Tom Brown, former CEO and co-owner, New Hampshire Distributors

"You've spent countless hours and poured your blood, sweat, and tears into your business, and it's now time to transition to the next owner. Or is it? What will you do after your business is sold? How will it impact your family, employees and community? I've seen too many transactions fail to come to fruition because these matters were not adequately addressed well in advance of the proposed transaction.  This book explains in business owner's language how to prepare yourself and your family--financially and emotionally--for the changes that inevitably result with an ownership transition. Avoid the landmines, sidestep the pitfalls, and get prepared for the most important decisions of your life. Go knowingly, choose wisely, have fun, and don't look back. No regrets. Onward!"
--Steve Cohen, chair, mergers and acquisitions, Devine Millimet Law Firm

"The information provided in this book will be extremely useful to any business-owning family as they approach a business transaction. The authors of this book helped us realize that the personal impact to our family and to ourselves was equally as important as the financial aspects."
--Nancy Amato, business owner spouse, Alene Candles

"Ensuring the success of private businesses beyond any individual or family is paramount. This book provides insights into the issues private company owners face as they think through their personal and family transitions. We have shared many clients, and Harvest Capital 'gets it' when it comes to the emotional side of these transitions."
--Rob MacLeod, co-CEO of Bigelow LLC, an M+A advisory boutique