Ted & Carol’s BR Retirement Plan

Posted on Jun 1, 2012 | 2 comments

Ted & Carol’s BR Retirement Plan

“We’re now spending 3 months abroad a year so it’s all worked out!“ Ted & Carol, now in their 50’s sold their childcare business. “Ever since we got the business up and running we knew that one day it would pay for our retirement. Since the children went to university life has changed; my wife and I knew we wanted to spend more time travelling than running the business allowed, so we wanted to increase our leisure time. We had spent a few years toying with the best way to leave the business intact and successful but hadn’t made any concrete plans. Together with JWA we planned an exit strategy that maximised the value of the business, and also a plan to fund the retirement we wanted.”

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