Business Owner Planning – Goal Setting
What do you want to do with the rest of your life?
Have you truly taken time to reflect on that question? Many successful business owners and executives spend most of their energy working in the business — not on it. As a result, when it’s time to transition out, they often find themselves reacting instead of acting — leading to missed opportunities and lingering regrets.
What financial lifestyle do you want?
- What’s your ideal timeline before retirement or moving on?
- What annual after-tax income (in today’s dollars) do you want during retirement?
- Do you plan to transfer the business to family, key employees, or sell it and walk away?
- How will you transition wealth to children, reward employees, or retain ownership long-term?
Without a clear, written plan, reaching your final act as a business owner can be chaotic. A strategic exit requires clarity, preparation, and vision — not guesswork.
At Forecast Strategic Advisors, our unique Final Cast™ process is designed to help you answer these important questions. Together, we’ll build a plan that moves you toward your goals — on your timeline.