video describes what a Transition Planning Consultant does to help clients through a major life transition of leaving their business or career

Evidence continues to shows that over 50% of integrations fail due to lack of planning and inadequate funding for integration activities. Post Merger Integra...

Doug Smith, President of XPX DC Metro kicking of the Chapter's new ExitPalooza program.

Is it more difficult for a leader to be effective today than it was 30 years ago?

Kay Vogt on the benefits to business owners, family businesses and others from the programs she has been trained in by the Successful Transition Planning Institute.

In this video clip, Gerald Chertavian expresses his passion for fundraising and gratitude to those who have contributed significant capital to Year Up. Gerald also provides words of wisdom about how to find your passion. He calls it “looking back in order to look clearly forward.” You also get a glimpse of how his entrepreneurial skills learned in his first venture transition to his next non-profit venture.

After the software business sold, Chertavian listened to valuable advise from his father and father-in-law; he took several months to plan his next step, considering his recently acquired wealth and relative youth. At age 35, he was encouraged by his father and father-in-law to be smart about his next choices and wealth planning. Once his plan for Year Up solidified, he “announced it to the world” and has never looked back. Gerald offers potent advise about how to find and live out your passion.

Chertavian started his career on Wall Street, working for a commercial bank. He also volunteered as a Big Brother during this time. Looking back, he considers working with Big Brother a life changing experience, seeding his vision for Year Up. Soon after attending Harvard Business School, he co-founded a software company. The company thrived, opening many opportunities for Gerald. A merger with a public company worked out well for Chertavian - allowing him to execute on his dream, Year Up, a second act changing the world! 

In this video, Schawbel asserts that planning for the future is a primary component of successful entrepreneurship, a process he employs in both his nonprofit and for-profit efforts. Schawbel plans to continue making a difference in this world indefinitely, in philanthropy and business. Dedication and perseverance, with good planning, has served Schawbel well, from college to the rich returns in both the for-profit and not-for-profit sectors. Key to his success is his trusted team of advisors.

Bill Schawbel has a deep bench of trusted advisors, both internally and externally. As a life-long learner, Schawbel emphasizes the importance of being open-minded to the feedback and perspective advisors provide. The key here, he remarks, is relationship. Schawbel has developed many long-term relationships, which bring him confidence. Bill “indulges” himself in meetings with distributors, suppliers, and business partners with the belief that “knowing your people” is invaluable.