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Six Considerations to Help Business Owners Retire Gracefully

Because too much of your wealth may be tied to your business.



As business owners plan for their eventual departure from their firms, a significant number of issues must be addressed. Starting early greatly improves the chances of creating your desired future for your company and loved ones.

It is critical to clarify your goals and assumptions. At what age do you want to retire? How much income do you need to live the way you want and what does that retirement look like? Are you okay with depleting your assets or do you want to leave some for your children, grandchildren, charity, etc.? Your answers may change depending on whether you plan to sell to an employee, family member to an outside buyer.

In “Six Considerations to Help Business Owners Retire Gracefully” you will see why you should be wary of business transition myths, learn how you can keep control and earn income while planning the next phase for your business, and also understand the impact of emotions on the process.

Take the first step and download your guide today. Private Ocean can help you make your business the retirement asset you need it to be.


Private Ocean is a wealth management firm based in San Rafael that manages over $1 billion in assets.

In 2017, Private Ocean was named Best Wealth Management Firm by North Bay Biz and has been named one of the Best Places to Work by The North Bay Business Journal and the San Francisco Business Times. Private Ocean works with senior executives, business owners and other affluent individuals with a minimum of $2 million to invest.

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