Retirement Onboarding - Introduction

Retirement Onboarding is something that construction business owners must regularly be working on for themselves and other key team members.

Sue Weiler-Doke Profile Picture
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Contributors David Brown Profile PictureDavid Brown

Helping contractors build stronger businesses for the next generation is the core of what we do when we are advising contractors, and retirement onboarding is an important piece of the whole. 

It is only by fully integrating market strategy, organizational structure, talent, and consistent execution that a business owner can truly have success in their business succession plan. It is only by fully integrating both personal and business needs that their overall retirement will be successful.

This is Part 1 of a 15-Part Series


Topics Covered in the Series Include:

  • Retirement Issues Specific to Contractors
  • Post-Retirement Business Involvement 
  • The Ideal Lifestyle for the Retiring Contractor
  • Integrating Other People and Processes
  • When is it Too Late to Start My Retirement

Interested in learning more? Contact us.


Retirement Onboarding - Introduction
Retirement Onboarding is something that construction business owners must regularly be working on for themselves and other key team members....

Retirement Onboarding - Introduction
Retirement Onboarding is something that construction business owners must regularly be working on for themselves and other key team members....

Tasks vs. Key Results
“Life favors the specific ask and punishes the vague wish.” - Tim Ferriss Excellent advice from the book Tribe of Mentors that can be applied to the hiring and management process for contractors.
Succession Fact #3: Trust Between Parties
Succession Fact #3: No exit strategy or deal structure will work without trust between all major stakeholder groups. Whether it is a large and complex project or a business ownership transition, there will never be a “perfect” set of documents or plan.
Levels of Strategic Decisions (The Basics)
There are many "Strategic Possibilities" developed from "Strategic Brainstorming" that must be explored to make choices that will best position a contractor to win over the long-term. These "Strategic Decisions" must be made and integrated at all levels.