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When you reach for your peak, you may find another mountain.

A Successful BoS Client

While anyone can value from exposure to BoS, the process was developed for people who have reached the "Mastering Stage" of life through experience and achievement. The following profiles are illustrations of who these people are.  

Ted, 58, is the CEO of a fast growing biotechnology company that has recently gone public. The Board is hinting that they prefer a younger person to keep the ship flying right after all the hard work that Ted's done to get it off the ground. The value of his holdings has increased his net worth by a factor of 10, although that fact is only marginally important to him since this is his third big deal and financial security was assured some time ago.  

He's noticed, however, that the "competitive juices" just don't seem to flow the way they used to and wonders what else he might want to do in life. This is not a completely novel thought for Ted - there have been other moments when he realized that he was foregoing certain things so that he could concentrate on business. He's not sorry about the choices he's made, but does wonder if maybe this would be a good time to change direction a bit.  

Anne, his wife, has become very active in the new Arts center and is always asking him to come to events. She's certainly made some sacrifices for him. He, also, wanted to do more with the Homeless Veterans Shelter ever since he read that article about the Viet Nam vet who saw heavy action at the same place where he got his Purple Heart. A little extra golf sounds nice, too. But how does this all fit together?  

Ted became aware of BoS through a member of the Board of Directors who had  heard about it from his attorney. The thought of taking some time to focus on himself was not entirely comfortable, but he was a big proponent of planning in general. Anne was probably the deciding factor. She was in favor from the start and was eager to participate. Once the decision was made, Ted threw himself into it in his usual energetic way. The discussions were always stimulating.  He had a chance to review his life decisions in light of his experience and success, identify the values, principles, and activities that were most important to him and his family, and imagine his future in new ways. Several things became clear. He was emphatically "not ready to retire", he wanted to work at things that he believed would help other people, and he wanted to spend more time with his family.  

Although Ted completed his BoS course over a year ago, he still requests periodic consultations to review his progress. During that time, Ted has made a number of significant changes in his life. Most obvious was his decision to appoint an heir apparent as CEO and begin to remove himself from day to day operations.

Next year, Ted will step down as CEO, though he will remain on the Board of Directors. He is also considering accepting an appointment to the Board of Directors of another company that he had invested in years ago because he really liked the corporate mission of developing "gadgets" for people with physical disabilities. Anne worries that he'll get so enthusiastic about the new company that he'll work even harder than before. Ted, however, has committed to being co-chair of the Arts Center fund raiser with his wife, and surprised her with a trip to China for her birthday. Anne reports that he's "mellowed" just a little bit. They are both very excited about the most recent news - they're going to be grandparents next summer.  

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