Retirement Onboarding - Where to Turn for a Helping Hand

Feeling like you’re alone or not sure what the next and best step forward should be?

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Contributors David Brown

Find out how to get objective input from people you likely already know that have deep experience with these same issues and opportunities around succession.

Why not look at what you have immediately available?

For example, consider Trade Associations, your CPA firm, management advisory firms, and peers that have successfully navigated their Retirement Onboarding.

Leveraging trusted advisors with proper transparency are all “Paints & Brushes” that you can use to create your “Retirement Masterpiece.” 

The major challenge is identifying trusted advisors and being open to learning from their experiences.

This is much easier said than done, but the benefits of doing so are extraordinary and create clarity, deliver peace of mind, and promote unity of purpose to you and all stakeholders in succession.

This is Part 12 of a 15-Part Series


Topics Covered in the Series Include:

  • Post-Retirement Business Involvement
  • Future Vision for Your Company
  • Issues Specific to Contractors
  • Integrating Other People and Processes
  • Retirement, Time, and Money

Interested in learning more? Contact us.


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