RETIREMENT FOR BUSINESS OWNERS
This step-by-step guide to transitioning your business.
Are you a business owner who is approaching retirement? If so, you know that one of the biggest decisions you'll need to make is what to do with your business. Do you sell it? Pass it on to a family member? Or keep it running yourself? This online course will teach you everything you need to know to make the best decision for your business and your future. We'll cover topics such as:
-
The different options available to you for transitioning your business;
-
The pros and cons of each option;
-
How to find and evaluate a buyer or successor;
-
How to value your business and sell it at its fair market price or higher.
Sign up for our online course today and start planning for a smooth and successful transition!
This course helps owners confidently make informed decisions that preserve the value they've built up in the business while achieving their own personal retirement goals. Created by experts in the field, this course reveals the time-tested approach advisors use to prepare clients for an upcoming transition.
Curriculum
What's Covered in the Course?
-
1
Instructions to Navigate the Course
-
Where to Find Everything
-
-
2
COURSE RESOURCES
-
Course Workbook
-
Course Checklist
-
-
4
THE PROCESS
-
Lesson 1: The Process
-
-
5
THE FOUNDATION
-
Lesson 2: The Foundation
-
Foundation Module Worksheets
-
-
6
PROTECTION
-
Lesson 3: Protection
-
Protection Module Worksheets
-
-
7
TRANSITION OPTIONS
-
Lesson 4 - Transition Options
-
-
8
TEAM
-
Lesson 5: Your Team
-
-
9
TIMING
-
Lesson 6: Timing
-
-
10
FUNDING
-
Lesson 7: Funding
-
-
11
WHAT'S NEXT
-
What's Next
-
I highly recommend this course to anyone who is thinking about retiring and transitioning their business. It's the best investment I've ever made.
This course was so helpful! I learned so much about transitioning my business and I feel much more confident about the future.