Blog
The Definition of Half-Retirement
We define Half-Retirement as enjoying the economic benefits of business ownership without the daily headaches. A Half-Retired business owner maintains their current salary while working two half-days a week. They accomplish the transition from working income to equity...
The Financial Impact of Half-Retirement
If you are contemplating selling your business, we recommend you download the spreadsheet below to explore holding the business as an income-producing asset. Keep in mind that business ownership and equity and your job as CEO of the business are two roles, not one. We...
Most Businesses Aren’t Sold for Financial Reasons
Whenever a business owner is contemplating the sale of a business, the only discussion topic is money. However, most businesses are sold for non-financial reasons. The business owner gets fed up with the headaches or simply loses passion. The money is simply a “cherry...
Are you “holding out for C?”
Sometimes I get frustrated when business owners do not take what appears to be the obvious course of action as soon as it becomes obvious. It made me wonder, why would successful and savvy business owners be indecisive? The answer is that most situations have two core...
Difficult Work vs. Frustrating Work
Business owners always tell us, "My tolerance for B.S. is so much lower than it used to be. This type of work never used to bother me." Call it burnout, wisdom, experience, or impatience; it doesn't matter. You are supposed to be able to enjoy your business. After...
Should you Half-Retire in a tough economy?
Lately, I’ve been asked the question, “Can you Half-Retire in a tough economy?” The answer is, “yes.” It’s still a good idea to start or continue Half-Retirement during tough times. Here’s why: Life happens regardless of the economy. You may feel like you can’t slow...
How Half-Retire helps your practice
Watch the short video to learn what's in it for you to share the Half-Retire concept with clients.
Who can Half-Retire
Watch the short video to discover which clients are best suited for Half-Retirement.
How to Half-Retire for financial planners
Watch the short video below to see how the Half-Retire process works for business owners.
Half-Retire Primer for financial planners
Learn how Half-Retirement can help serve business owner clients in the short video below.
