SUSAN LATREMOILLE

Preparing for and exiting a business is one of the most significant decisions an owner will make. It has business, financial, and personal implications that can shape their future for years to come. Susan brings a critical focus to the personal side of this transition. As a faculty member with the Exit Planning Institute and a CEPA herself, she teaches advisors about the need and role of personal readiness for exiting business owners, and works with business owners to help them plan their next chapter.

With over 38 years of experience as a top-performing financial advisor at firms like Merrill Lynch, RBC, and Richardson Wealth, Susan sold her practice in 2019 to focus exclusively on this critical, often overlooked area of holistic planning. She is currently Co-Founder and Partner at Next Chapter Lifestyle Advisors, where she helps advisors deepen client relationships, stand out in a competitive marketplace, and grow their businesses by enhancing the advisory services they provide to their clients . Next Chapter Lifestyle Advisors has developed a proprietary five step process to guide business owners and their spouses in planning for their next chapter. Grounded in the RichLife philosophy and using The Happiness Portfolio for Retirement model, exiting owners come away with a clear, written and actionable plan for their lives post exit. 

Susan holds the Family Enterprise Advisor (FEA), Certified Professional Retirement Coach (CPRC), and Institute of Corporate Directors (ICD.D), Certified Exit Planning Advisor (CEPA) credentials. She is also a certified SuccessFinder practitioner and holds an Executive MBA.

A former board member of Richardson Financial Group, Susan was honored with the Hummingbird Award for exceptional leadership. She currently serves as an independent director of the Barrett Family Foundation.

Susan is the author of several books, including “On the Shoulders of Atlas, A Story about Transitioning a Family-Owned Business” and her latest book, “9 Steps to a RichLife Retirement, Live Well, Give Back, Leave a Legacy.”

As a sought-after speaker, she brings real-world insight to the personal side of transition, helping advisors and clients alike navigate change with clarity and confidence.

Preparing for and exiting a business is one of the most significant decisions an owner will make. It has business, financial, and personal implications that can shape their future for years to come. Susan brings a critical focus to the personal side of this transition. As a faculty member with the Exit Planning Institute and a CEPA herself, she teaches advisors about the need and role of personal readiness for exiting business owners, and works with business owners to help them plan their next chapter.

With over 38 years of experience as a top-performing financial advisor at firms like Merrill Lynch, RBC, and Richardson Wealth, Susan sold her practice in 2019 to focus exclusively on this critical, often overlooked area of holistic planning. She is currently Co-Founder and Partner at Next Chapter Lifestyle Advisors, where she helps advisors deepen client relationships, stand out in a competitive marketplace, and grow their businesses by enhancing the advisory services they provide to their clients . Next Chapter Lifestyle Advisors has developed a proprietary five step process to guide business owners and their spouses in planning for their next chapter. Grounded in the RichLife philosophy and using The Happiness Portfolio for Retirement model, exiting owners come away with a clear, written and actionable plan for their lives post exit. 

Susan holds the Family Enterprise Advisor (FEA), Certified Professional Retirement Coach (CPRC), and Institute of Corporate Directors (ICD.D), Certified Exit Planning Advisor (CEPA) credentials. She is also a certified SuccessFinder practitioner and holds an Executive MBA.

A former board member of Richardson Financial Group, Susan was honored with the Hummingbird Award for exceptional leadership. She currently serves as an independent director of the Barrett Family Foundation.

Susan is the author of several books, including “On the Shoulders of Atlas, A Story about Transitioning a Family-Owned Business” and her latest book, “9 Steps to a RichLife Retirement, Live Well, Give Back, Leave a Legacy.”

As a sought-after speaker, she brings real-world insight to the personal side of transition, helping advisors and clients alike navigate change with clarity and confidence.