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Exit Planning and the Half-Retire program are really just plain good business planning!
1. Work forever because you cannot sell your business?
2. Half-Retire program - so you keep your income and get more free timrid of the headaches?
3. If you can sell, will you net the amount you need to live the lifestyle you want?
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Half-Retire Program - KEEP YOUR INCOME, DITCH THE HEADACHES WHAT IS HALF-RETIRE?
A six-step educational system with 1 on 1 consultations that allows business owners to:
- Cut their workload to as little as two half-days a week
- Keep their business income in perpetuity
WHAT YOU WILL LEARN:
- Why business owners are Half-Retiring vs. Selling.
- A few secrets from the Half-Retire system. •
- How to identify business owners who should Half-Retire.
A FEW SECRETS TO HALF-RETIREMENT
- How Half-Retirement can add millions to your nest egg
- Adopting a Half-Retire mindset will transform you and your business
- If you want to Half-Retire, STOP delegating immediately
SECRET #1 The 44% Rule
- DID YOU KNOW? Sales price, less commissions, fees, and taxes = sells price you get!
- If you Invested safely In Treasury Bills
- Need sales price of $4,444,444 for every $100,000 of income you currently earn.
- HALF-RETIRE INSTEAD! The average Half-Retiree adds this to their net worth... $1,288,000
SECRET #2 Adopting the right mindset will set 2 you FREE
BUSINESS OWNERS ARE A “CERTAIN” BREED
- Highly independent and Hard-working and a Fast-paced life and sometimes Stubborn
- These traits serve you well while you are an active owner
- They’ll work against you in Half-Retirement™
MINDSETS LIKE THESE MUST GO
- Only I can do it!
- No one does it as well or as fast as me!
- Why can’t my people think more like an owner?
- The only person at the company with permission to fail is you!
SECRET #3 - Give up on traditional 3 delegation
QUESTION: If you could offload your work via delegation, wouldn’t you have already done it?
- Of course, the solution must NOT be traditional delegation. Truth is, most of your work is nondelegable.
What if you could start enjoying the benefits of Half-Retirement in just six weeks?
HALF-RETIRE WORKSHOPS
- Expert-lead weekly group training sessions!
- Step-by-step process that will help you successful transform your business!
- Weekly Action Guide simplifies next steps!
- 1 on 1 consulting session to help you reach your goals!
- Enjoy the benefits of Half-Retirement!
IMAGINE IF YOU COULD…
- Keep your business income in perpetuity
- Work as little as two half-days a week
- Do only the work you enjoy
Graceful exit from a business via sale or Half-Retirement is a complex and very personal issue. One size does not fit all. That’s why meeting with a Half-Retire Expert can help you decide if Half-Retirement is a fit for you. If Half-Retirement can help you get what you want, let’s talk. If not, no problem. We want to help business owners increase the enjoyment of their businesses and their lives. That’s it! •
HALF-RETIREMENT DOESN’T HAPPEN OVER-NIGHT SO START TODAY!
About Us
Principal
Our Services
Our Services
Fredric A. Berger, CEPA, ChFC, MSFS - Principal Value Advisor
Over 20 years working with businesses. Former Instructor in Finance at the University of Phoenix.
CEPA _ Certified Exit Planning Advisor 2017
Working with an alliance and team of other business professionals to help you grow your business to "Best in Class".
Our Services
Our Services
Our Services
We find that the tools and knowledge from our Half-Retire course will help your business prepare - whether you Half-Retire or go on to sell your business. The Half-Retire course is six weeks of about 2-hour classes and 1/2 phone consultation each week. Classes are limited to maximum of 10 business owners.
Half-Retire goal is to have you continue your income or increase it while giving you more time to do the non-business you want to do and significantly reduce your headaches. Some of our business owners are now only working two half days a week.
What would be YOUR DREAM Half-Retire?
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As an Exit Planning team, we also work with individual business owners to improve their revenues, profits and the value of the business now. We also help business owners plan for retirement and make their business attractive and ready for selling in the future or the next stage.
Help to develop Action Get to know you and your business. Access your Business Attractiveness Discover your Business Readiness. Compare your business value to others in your industry. Establish your personal readiness. Plans for Value Growth Work with you and your business team to accomplish Action Plans. Provide assistance in your business transfer or selling process.
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Fred Berger also coaches and is a facilitator for monthly meetings for San Diego Business Owner Peer Groups for different established businesses with annual revenues of $500,000 to $2,000,000. We meet monthly and have regular one on one consultations through the month.
Our Goals
Our Services
Our Goals
Our key goals are to educate and help give the business owner the tools and understanding of the numerous options available to them for retirement and selling their businesses. We want to help businesses maximize the value growth and assist in the successful sell or succession process or look at other options to retire such as Half-Retire.
Half-Retire is a program and process that the following business owners should consider:
1. Many businesses who are just not able to sell their business.
2. Business owners who cannot sell for an amount that would allow the business owner and his/her family to live the lifestyle they want in retirement.
3. Business owners who want to transfer their business to family members.
4. Business owners who want the benefits of business ownership but not the headaches or time commitment.
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