In this episode of Poised for Exit, we sit down with Marianne Oehser, and Susan Latremoille, of Next Chapter Lifestyle Advisors, for a conversation about the often-overlooked emotional side of exiting a business.

With combined backgrounds in financial advising, corporate leadership, and retirement coaching, Marianne and Susan bring a unique perspective to what it really takes to prepare for life beyond the business. Their work focuses on guiding entrepreneurs through the transition, helping address the personal challenges that numbers alone can’t solve.

The discussion explores why 75% of owners regret their exit within the first year and introduces the acronym SIPS - Social connection, Identity, Purpose, and Structure - the four areas where business owners often experience loss after leaving their companies. And listeners will also hear about the “Happiness Portfolio,” a framework designed to help business owners build a purposeful and balanced life after the sale. 

This discussion highlights what it means to move from success to significance and why a collaborative team approach makes all the difference in preparing for the next chapter. This episode offers valuable insight for both entrepreneurs planning their own exit and advisors supporting clients through transition.

To dive deeper into this topic, join Next Chapter Partners for their upcoming CEPA Masterclass: Introducing Personal Readiness: A CEPA’s Guide to Having the Conversation, taking place online on September 24, 2025, from 11 AM–12 PM CST. Register here

Contact Susan at [email protected]
Connect with Susan here

Contact Marianne at [email protected]
Connect with Marianne here

Find Next Chapter Lifestyle Advisors here

Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor