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
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....

Succession Process and Architectural Design Phases
As contractors prepare for succession, they should use the same lessons they have learned in developing and then building projects.
Production Tracking - Total Daily Production
Look at productivity as a daily “Jar” where your objective is to pack as much “Earned Value” into it as possible. Look at your costs in three major categories and focus on tracking what matters the most.
Categorizing Project Opportunities (Not Ranking)
The health of your opportunity pipeline determines the health and scalability of your company 6-24 months from now. Standards for quantifying and segmenting your pipeline help you see trends and allocate resources more effectively.