From Plan to Retirement: How Business Owners Manage Their Wealth, Lives and Legacies

November 2017

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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.