Business Owner Retirement Planning

A Retirement Workbook for Business Owners

Are you a business owner? Are you planning on exiting your business one day? Perhaps you are planning on retiring.

If you are, then you need to figure out what is going to happen to your business when you are not there. Will you sell the business to a third party? Transfer the business to a family member? Allow your employees to buy out the business?

Then, you need a plan for when and how you will accomplish these transfers.

To get you started, we created this free workbook to help you figure some of these things out before you retire.

You can download a copy of the free workbook here: