Planning Value

Keep Your Business and Half Retire: An Unexamined Exit Option
2024-04-10 10:00 - 11:00 (America/Chicago)
presented by Thomas J. Jordan, MSFS, CEPA, CVBA on Wednesday, April 10, 2024 10:00 AM CDT
Many business owners don’t want to fully-retire; they’d be bored. They’d miss their work relationships and worry how they would maintain their lifestyle if they sold their business. There’s no need to feel that pit in your stomach when you think about how you’ll exit your business. You don’t have to feel this way!
This webinar focuses on the stark realities that many business owners discovered all too soon. Their dreams of a 90 day close with an all cash and no earnout result turned out to be a unique event, not the norm.
In the exit planning world there are many options to consider for every owner as they begin to plan. The Half Retire option is rarely discussed nor considered. Until now. Join us for an action packed 45 minutes and discover a 6 stage planning path that very few business owners have ever seen.
If you prefer, sign up for a Free Half Retire Discovery Session first, and I will share some tips and advice on how to decide if Half Retire could be your exit strategy for the near future.
Schedule a Call TODAY to Learn More About the Workshop!

WEBINAR OBJECTIVES

The 44% Rule and why your business is worth MUCH more as a going concern
7 Mindsets you must adopt to successfully Half-Retire
The 6 steps to create a personal Half -Retire Blueprint
How business owners are keeping their income, ditching the stress and headaches, and working 2 half-days a week and taking month long vacations.

Don’t miss this action packed 45-minute webinar. It may change the way you are growing your company. After registering, you will receive a confirmation email containing information about joining the webinar. REGISTER NOW!

Half Retire Workshop
2024-03-14 09:00 - 11:00 | Virtual
6 Weekly Sessions
Workshop Overview

Expert lead weekly sessions
Step-by-step process to successful outcome
Weekly Action Guide to simplify next steps

What you can expect:

Radically cut your workload and stress
Shift from hard earned income to equity income
Feel more secure
Reignite your passion
Enjoy all the benefits of Half Retirement

Every Week:

Expert lead group training, discussion, and action session
Implementation steps to transform your business
Win back your time, work life balance, and passion

Half-Retirement is a completely different approach to both exit planning and creating a smoother-running business. Instead of working to create only better systems, it takes a more holistic approach with the express goal of radically reducing the owner’s work time, and rethinks everything about the business from the ground up. As you can imagine, this requires some investment of time and attention on the owner’s part, but the results are more than worth it.
The Half-Retire Workshop Series (6 Weekly Sessions)
presented by Thomas J. Jordan, MSFS, CEPA, CVBA and Exodus Complink LLC
