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You don’t plan to work forever … but do you know what’s next?

You know that day is coming—or maybe it’s already here—when you want to cut back. Not be so involved in every little thing. When you can retire, sell the company, pass it down—and enjoy a new chapter of life that’s not consumed by the daily demands of the business.


To make that happen, you probably know you need to do something—but where do you start?

You’re not the only business owner to ask that question.


That’s why we’ve put together a quick series of videos to answer some of the most common questions business owners ask when they start thinking about making a transition.


In this free video series you’ll learn answers to 5 critical questions to consider before selling or transitioning your business:

  1. When to start thinking about your life after the business

  2. How to make sure you’re ready to make the transition

  3. How to get the business ready to succeed without you

  4. How to understand the actual value of your business (and how to maximize it)

  5. … and all the factors business owners often haven’t thought about as they begin to consider what retirement might look like

Good exit planning is good business strategy. And the better you understand it, the closer you’ll be to figuring out your next chapter, on your own terms.

Business health check

One of the biggest eye-openers was the question, ‘What are you going to do after this?’ For most business owners, your business becomes your identity. Journey got me to confront the hard question: ‘Who am I if not this?’ Now I’ve got a road map for what comes next, and I can rest easy knowing we have a plan.

—  Lynn, Business Owner

Watch the video series.