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From plan to retirement:

How business owners manage their wealth, lives and legacies


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.


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