From plan to retirement:

Business owners face unique challenges when managing their wealth. From financial planning to succession planning, they confront issues not faced by non-business owners. To spotlight the differences, we surveyed both groups on family, finances and preparing for retirement.

This report presents their answers on key topics for business owners — and provides valuable context from our subject matter experts.

You will learn:

• One simple step to boost confidence in your retirement savings
• Why early succession planning helps increase the value of your business
• Why planning for retirement should not depend on your business's sale proceeds
• How to get started on a succession plan that fits your needs
• Why business owners work part-time during retirement – and seem to enjoy it

Fill out the form on this page to download the report.