Retirement Onboarding - 12 Questions

Sue Weiler-Doke and David Brown discuss “Retirement Onboarding” for construction contractors, starting with 12 key questions.

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Retirement Onboarding for Construction Owners. 12 Questions with Sue Weiler-Doke

Retirement Onboarding is even more critical during ownership transitions because often, the current owner has had nearly their whole life wrapped-up in the business for 20 to 40-plus years. Many of the best business operators have given relatively little thought to their personal retirement.  

Not having a clear Retirement Onboarding plan presents one of the biggest issues when it comes to effective Succession Planning. For the owner of the company, this must be addressed first and with clarity before the details of the plan are solidified. 


Sue Weiler-Doke and David Brown discuss “Retirement Onboarding” for construction contractors, starting with 12 key questions. Watch the Playlist




Fee Structures for Preconstruction Services and CM@Risk Projects
How much should you charge? How much can you charge? How should you structure it? What do you really want out of it? Answering these four questions sets the stage for effectively selling your preconstruction services.
How Do You Prioritize?
This customer-first; projects-first focus is great in the earlier stages of development but starts to impact sustainable growth over time.
Growth or Attracting Talent
It’s not enough to just build work effectively - that is just what’s required to play in the game. Contractors seeking sustainable growth must have aggressive and balanced strategies for acquiring work and building talent.