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- Business Owners WILL ‘want’ to retire some day
- Business Owners WILL ‘need’ to retire some day
- Business Owners SELDOM view their business as an ‘investment’
Their business is a ‘life-style’ choice rather than an ‘investment’
Their business is viewed as a ‘family member’ rather than an ‘investment’
- Business Owners MUST plan and execute their business strategies daily … dealing with the ‘inevitable surprises’ is the biggest challenge
- Business Owners MUST plan and execute their personal strategies … dealing with the ‘inevitable surprises’ is the biggest challenge
- Retirement Planning for Business Owners traditionally has assumed that the sale or transfer of the business will provide them with Retirement Financial Security with minimal preparation and planning for ‘optimum investment value’
- Business Owners fail to develop a comprehensive exit strategy
- Business Owners don’t identify the many opportunities to use business resources for achieving Retirement goals
- Business Owners lack expertise in areas of:
Succession Planning
Executive Deferred Compensation
Executive Retirement Planning
Business Asset Liquidity Alternatives
