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Ask the expert... Ted Capistrant, CEPA - President
- office: (651) 236-8831
- mobile: (612) 978-3732
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Personal Planning 
Establishing plans for your future both professionally and personally are essential for a smooth business transition, whether it's 2 years out or 20 years out. Personal planning for the business owner is exciting and liberating because because it provides a structured means of outlining your vision for the future, and encompasses the things in your life that are the most important.The personal plan provides a road map to realizing your dreams combined with a financial time-line and other professional services that are required to make your dream a reality.
More detail;
An integral part of building a plan for the future is to complete an in-depth assessment process. Through a series of interviews and exercises, we explore all aspects of your life to gain a deeper understanding of your;- track record and life accomplishments
- personality and leadership style
- core competencies and limitations
- personal values and motivational triggers
- vision for the future
This process is the foundation for your personal plan. Significant others including spouse, trusted professional advisors, mentors and clergy are often invited into the process for thier input.
The personal plan clearly articulates your definition of what life will look like post transition and outlines your vision, personal mission, objectives, guiding principals and action plans. In addtion, the personal plan addresses authority transfer, a finacial plan, and other financial support needed for you to achieve yoru goals.
PBN actively partners with you to to execute yoru personal plan. Succesful follow-through is essential to your tranistion, and our expertise guarantees the ongoing guidance, coordination of professioanl services, and support you need to navigate the transition process and fullfill your personal vision.
What gets measured gets done. PBN provides essential scorecards and progress reports to help you track progress on schieving your objectives in a realistic and timely manner. We utilize metrics that ensure accountability, commitment, and desired results. PBN offers ongoing counsel and guidance to keep your personal plan on track.
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