“I’ve successfully grown my business for decades, making many sacrifices along the way. I’m not ready to suddenly sell my business outright but would like to have a systematic wind down of my day-to-day involvement so I can begin planning my next chapter of life. However, I still want/need my income, my benefits and perks for several years longer. I know I will eventually exit my business or transition it to family or my key people so I need to know my exit options, my strategy to get ready and then actually be shown how to implement it.”

Building Value

Most entrepreneurs assume their industry and size will determine the value of their company. While size matters, eight other factors impact company value more than your industry. We use the Value Builder System™ to get these eight factors right. See how your company scores and get your personal report by completing the Value Builder questionnaire.


Half Retire transforms your business from a source of working income to a source of income earned from your equity in the business. It creates a new and unique Exit Strategy, and it enables you to enjoy all the benefits of business ownership without the burdens, by letting you keep the income stream, benefits, perks and leadership role, while losing the stress…

Exit Planning

We help business owners leave their companies in their own time, with complete control and maximum value. We help in building transferable value to enhance the final value. Exit Planning is nothing more than good business and strategic planning in the here and now, but with an end date in mind. It’s never to soon to start. We can help get you there.

Certified Valuations

As a business owner, you know the importance of regularly reviewing and understanding the value of your business. It’s a smart move to check the value of your business every three to five years and to take the steps necessary to increase value, if needed. We provide certified and informational valuations to help you determine the value of your business.

Compensation Strategies

To grow your business, you need a high-performance culture.  To create a high-performance culture, you need top talent.  To attract retain and reward your top talent, you need an irresistible value proposition.  And to create an irresistible value proposition you need a compelling pay offer.  From annual bonus incentives to long term reward plans we can help.

Well Planned

Financial planning as an employee benefit could help your employees with their number one source of anxiety in life: money. It helps reduce stress about money and gives employers access to healthier, more productive employees. Financial planning as an employee benefit can help reverse this growing trend toward financial insecurity.


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