009 - Succession Planning With 5 Paragraph Business Plan

Posted by Michael Penney on Sep 24, 2018

Download file | Play in new window | Duration: 11:28

Team: 5Paragraph.com Event type: 5P Podcast

Coordinator: Michael J. Penney Task organization: Solo Talk

Situation

Baby boomers have to pull out their IRA or 401K at age 70.5.

Presidential executive order could push that back to 72,75, or later.

Executive Order on Strengthening Retirement Security in America

Mission: Think about your succession plan. How do you want to setup your future so that you can retire and ensure your heirs receive their inheritance?

Execution

Commander’s Intent: Choose 5 Paragraph to organize your succession plan. For individuals seeking an outside perspective.

Scheme of Maneuver: 5 Paragraph will help you organize your plan for moving forward through retirement and beyond.

Coordinating instructions: Call for an assessment. It’s free to get started.

We are your succession organizer.

We provide succession planning for clientele with multiple entities and investments.

Desired endstate: Our goal is that you are confident and comfortable with your plan for what happens when you’re no longer at the helm of your operations.

Admin / Logistics - Sustainability

Contact your financial advisors, financial managers to discuss an action plan for moving forward.

We work with your advisor’s intelligence to construct a vision for success.

Get "5 Paragraph Business Plan The Action Oriented Business Management Tool For Leaders"

Tutorial Episodes Get You Started

Download 5 Paragraph Template

Additional personnel: 5P Advisors – Schedule a call

Command / Signal

5Paragraph.com 919-827-0898 CALL US!!!

5P Podcast is a mission briefing. Each episode discusses a organizational related topic in 5 Paragraph format. Guests provide a mission briefing for their organization and a call to action for how you can help. 5P is a growing community of business leaders using the 5 Paragraph Business Plan to coordinate and execute business operations.

Get started with the 5 Paragraph Business Plan Read and fill in the text as you go.

Tutorial episodes match each section of the book to help you along the way.

Contact our advisors to get an assessment free of charge.

We'll help you get started using the 5P method to see how simple it is to get everything organized.

We work with your organization to assess, train, advise and assist your team in organizational management and long term growth. Our focus is on cultivating small unit leadership.

5 Paragraph Business Plan combines proven business and military planning concepts into a powerful tool that's simple and easy to use.

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009 - Succession Planning With 5 Paragraph Business Plan

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