Business Retirement Readiness™ Survey

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How ready are you to take the next step toward retirement? If you’re not sure, then take our Business Retirement Readiness™ survey. It will take you less than 2 minutes, and you’ll receive a written assessment of how ready you are.

If you’re not ready to retire, but just want to spend less time in your business, answer as though you’re planning your retirement—the actions you’ll need to take are the same! It will take less than 2 minutes to complete the survey, and we'll email your personal response within 24 hours. And there’s no further obligation!

1. When would you like to retire from your business? *

In the next year.

In the next 3 to 5 years.

In the next 5 to 10 years.

More than 10 years.

I'm not sure.

2. What would you like to see happen with your business when you leave it? *

I don't care—I just want to be finished with it.

I’d like to see it thrive under the next owner, but don’t want to be involved.

I’d like to help the next owner be successful.

I'd like to retain some ownership of the business for a while.

Other:

3. How ready are you to retire? *

I have a financial plan and know that I can continue my lifestyle of choice for many more years.

I don’t have a financial plan but am confident about my future.

I'll need to continue earning some income for a few more years.

I'm uncertain how much money I'll need for the next few years of my life.

4. What will you do to exit your business? (Check all that apply) *

Gift it to a family member.

Sell it to a family member.

Sell it to one or more of my employees

Sell it to a third party.

Just close the doors.

I don't know all the options that are available to me.

Other:

Required

5. Do you know all the steps you'll have to take to retire from your business? *

Yes, I have a comprehensive written exit plan.

Yes, I have an exit plan in mind.

I don't have an exit plan, but I know what I must do.

I'm not sure but am confident I can figure this out when I'm ready.

I'm not sure of all the steps I'll need to take.

To receive a customized written response, please leave your contact information below. We promise that we will not sell your information or use it for any other purpose. *

Name:

e-mail address: *

Phone # with Country Code (Optional if you have questions or would like to know more about the report we will send to you):

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