Back to Menu
    The Vault lock icon
    Level 2
    Classified Full Access

    For the business owner ready to implement key strategies and concepts with the right guidance and support.

    The Road to Retirement
    The Vault

    The Road to Retirement

    December 2023

    "I should have started earlier."

    That's the #1 comment most business owners make after they sell their company, evaluate their profits, and reflect on the work they put into their succession plan.

    Will it be yours?

    We sure hope not, because the one thing we can tell you is that earlier you start and implement the planning process, the more money you'll see at the time of sale. Period.

    If you do anything this year, let it be to plan and begin executing on your 5-year succession plan, EVEN IF YOU DON'T PLAN TO SELL IN THAT TIME! Again, the earlier you get started, the better.

    Check our action plan graphic below.

    How confident are you in your succession plan? What direction do you need?



    You may also be interested in

    Stay connected

    Sign up for our updates.

    We have a pretty great podcast & insights that dig into issues you really care about.