What does the Retirement for Business Owners course cover?

The course covers seven modules: the retirement planning process, building your financial foundation, protecting your business value, evaluating transition options (succession vs sale vs other paths), assembling the right advisory team, timing your exit, and funding your retirement. Each module includes interactive e-learning content, a printable workbook, and downloadable resources.

Who is the Retirement for Business Owners course for?

The course is designed for business owners who are thinking about stepping back but have not yet committed to a plan. It is most valuable for owners who want to understand what the retirement process actually involves before hiring advisors, making announcements, or committing to a timeline. It is also useful for owners who have started the process but feel overwhelmed by the decisions involved.

How is the course delivered?

The course is self-guided and delivered online in seven modules. Participants receive access to an online platform containing interactive e-learning modules, a printable workbook with segments for each module, and downloadable resources. You work at your own pace. There are no scheduled sessions or deadlines.

Should I take the course before or after getting professional advice?

Before. The course is specifically designed to be completed before you engage professional advisors. It gives you the foundational knowledge to understand what advisors are telling you, ask the right questions, and make informed decisions rather than relying entirely on external guidance. Owners who complete the course report having deeper and more productive conversations with their attorneys, accountants, and financial advisors.

What is the difference between the course and the Individual Transition Readiness Assessment?

The course builds knowledge and clarity about what retirement requires. It is educational and preparatory. The Individual Transition Readiness Assessment measures where you actually stand across specific readiness dimensions. The course is the starting point for owners who need to understand the process. The assessment is the diagnostic for owners ready to evaluate their personal readiness with precision. Many owners complete the course first, then take the assessment.

Retirement for Business Owners Course | Prepare to Step Back With Clarity | Succession Strength

Retirement for Business Owners

Stepping back requires more than choosing a date. This course gives business owners a clear framework for understanding the decisions that come before retirement.

A self-guided, seven-module course covering financial preparation, business value, transition options, advisors, timing, and funding.

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Who This Course Is For

For business owners who know retirement is coming but need a clearer process for getting there.

You are thinking about stepping back but do not know where to start. Use a structured framework to work through the major decisions.

You want to understand the process before engaging professionals. Build the knowledge needed to evaluate advisor recommendations with confidence.

You have started planning but feel overwhelmed by the complexity. Organize the process into manageable, sequential steps.

You want to protect the value you have built. Understand how retirement and exit decisions can affect enterprise value.

What the Course Covers

Seven self-paced modules covering the core decisions in the retirement process.

The Process

Understand the retirement journey, its sequence, and the decisions that come first.

Foundation

Estimate retirement needs and establish the financial baseline for every decision that follows.

Protection

Protect business value before and during the transition.

Transition Options

Compare succession, sale, buyout, and other transition paths against your goals and timeline.

Team

Understand which advisors you need, what each one does, and how to use them effectively.

Timing

Understand how timing affects value, people, clients, and your own readiness.

Funding

Understand how ownership transfer, sale proceeds, and personal resources fund the exit.

What You Receive

Online and self-paced, with no scheduled sessions or deadlines.

Interactive E-Learning Modules

Seven structured online modules designed for practical decision-making.

Printable Workbook

A companion workbook for capturing decisions and working through each module.

Downloadable Resources

Templates, checklists, and reference materials to support implementation.

Build Clarity Before You Commit

Build the foundation before hiring advisors, announcing a timeline, or choosing a transition path.

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From Business Owners Who Completed the Course

"This course far exceeded my expectations, and my expectations were high. Content was easy to follow and implement. Format is dynamic and practical. This experience left me feeling confident in leading my company to the next phase."

Stephen Williamson

"Good course for people deciding on what to do with the business. All of the information for a business owner's journey to retirement in one place."

Barbara Daniels