Retirement for Business Owners Course
Empowering Owners to Make Confident and Informed Business Exit Decisions
The Retirement for Business Owners course helps business owners confidently make informed decisions that preserve the value they have built up in the business while achieving their own personal retirement objectives.
Many business owners delay or avoid deciding on a path for the business as their retirement approaches. It's a task that could seem overwhelming.
This course provides an overall framework that helps you think about and plan for your own retirement so that you can take your planning to the next level, avoid the big mistakes, and feel confident knowing you’re making the optimal decisions for you, your family and your business.
Is this Course Right For Me?
Business owners around the globe who want to understand what they need to do to prepare themselves and the business for your retirement, will be well suited for this Retirement for Business Owners course. .
By taking the course, you will avoid wasting valuable time and resources, by learning:
the exact steps to follow to plan for retirement with the business in mind;
the questions that owners should be asking along the way;
the professionals to engage in the process - they don't hire someone until they understand the basics. And more.
Owners who complete the course:
Learn how to prepare themselves and their business for their retirement;
Understand what the process involves (what to do, when to do it, who to engage and what questions to ask);
Become more engaged, informed decision makers in the business and their own affairs;
Confidently have deeper and more holistic conversations with professional advisors;
Have a real understanding of information they’re receiving, what their options mean and how to deal with them.
Topics covered:
Estimating Retirement Needs & Expenses
Overcoming Retirement Roadblocks & Mistakes
Protecting your Business’ Value
Preparing the Business for Succession
Selling the Business
Who you need to hire… and Who You Don’t
Course Format:
The Retirement for Business Owners course is self-guided and delivered online in modules. Participants receive access to an online platform that contains:
interactive e-learning modules;
a printable workbook with segments for each of the modules; and
downloadable resources for students to access to enhance the course experience.
“This course far exceeded my expectations - and my expectations were high! Content was easy to follow and implement. Format is dynamic and practical. This experience left me feeling confident in leading my company to the next phase”
— Stephen Williamson
“Good course for people deciding on what to do with the business. All of the information for a business owner’s journey to retirement in one place. Thank you! ”