Will Retirement Feel Like Freedom—or Frustration?

Most business owners focus on financial readiness when thinking about retirement—but emotional and psychological readiness is just as critical.

The Retirement Satisfaction Predictor is a 36-question self-assessment that gauges how prepared you are—mentally, emotionally, socially, and personally—for life after business ownership.

Created by the Exit Planning Institute, this tool helps you identify hidden risks, blind spots, and opportunities before you exit your company—so you can plan a life of fulfillment, not regret.

What You’ll Learn:

You’ll gain insight into six key retirement readiness categories:

1. Perspectives about work and identity
   
2. Financial expectations and confidence
   
3. Retirement lifestyle goals
   
4. Social and family connections
   
5. Health mindset and concerns
   
6. Plans for involvement, purpose, and legacy
   
   

You'll receive a score for each group, revealing how well-positioned you are for a smooth and satisfying transition.

Who It’s For:

This tool is ideal for business owners who:

• Are 1–10 years away from exiting their business
  
• Feel uncertain about what comes next
  
• Worry about “losing purpose” after retiring
  
• Want to align financial strategy with personal goals
  
• Need to evaluate emotional and lifestyle readiness, not just dollars
  
  

Why It Matters:

💡 75% of business owners regret selling their business within one year of the exit.
Not because of price—but because they weren’t prepared for life after business.

This predictor helps you avoid that fate by evaluating what really drives post-exit satisfaction—identity, health, purpose, and relationships.