Half-Retire is a program for any business owner who:

• Does not want to fully-retire but wants to reduce the day-to-day toil ofbusiness ownership.

• Cannot afford to retire, i.e., the income stream from the business cannotbe replaced by selling it.

Wants their business to run without them, so they can shift from hard-earned income to equity income. The program offers training and coachingto help the business owner better reap the rewards of their hard work.

By using the training, tools, and coaching in the program, the business owneris able to dramatically cut the time spent working, so they can enjoy family,friends, travel, and achieve better work-life balance.

Half-Retire coaches work one-on-one with clients to guide them through thesix-step Half-Retire process. The Half-Retire learning management systemguides the client through all the training needed. This enables the coach tobetterutilize their time working to implement strategies, plan, and executeinstead of teaching. This “augmented coaching” approach allows for moremeaningful client results with less of the coach's time.

Saying, “I’m Half-Retired,” is a subjective definition. Our goal is to get theowner working only two half-days a week, but many clients want to workmore than that. Half-Retirement isn’t about the number of hours the ownerputs in; it’s about protecting their income stream and reducing theirworkload to the tasks they enjoy. If that is zero hours a week, that’s great; ifthat’s 30 hours a week, that’s fine too.

Most clients make significant progress in the first three months, but the fullHalf-Retire process can take a year or more. After all, it took the businessowner a long time to make the hairball; it will take a while to unravel it.

Part of the Half-Retire process is a big shift in mindset . The business ownerwill not be able to run the business in the exact same way during Half-Retirement as they do today. Many things must change, the first of which ishow they see their business and interact with it. Coaching can be invaluableat this stage of the process to help identify problem mindsets and cementnew ones. We have seen miraculous results very quickly when the businessowner changes their mindset.

We also have tools, frameworks, and processes we use to cut the demands on the owner. A few of these tools include:

• The Picasso Work© Framework• 98/2 Delegation• F.E.V.E.R. process to reduce workload up to 50%• Using “Culture as Manager in Your Stead”• Mindset remapping• Flash reporting dashboard

By following the Half-Retire system, the owner has the ability to radicallyredefine their role in the business and thereby radically reduce their hours.

Half-Retire radically improves lives. Many of our clients cannot or do notwant to sell their businesses. Many want to transition it to family, but thekids are not quite ready to take over. Others don’t want to fully retire butknow they cannot keep up the current pace. Others are in a financial pickleand cannot sell their business for enough to fund their retirement.

The Half-Retire program has helped countless business owners overcomethese issues and live happier lives.

Ideal candidates will have:

• Well-rounded business expertise, including understanding financial statements.

• Understanding of the small business mentality.• The ability to close a closeable deal. Our marketing

system will put you in front of prospects, but coaching is personal. They are buying your talent and skill as part of the package. Successful coaches can get prospects to move forward in the program.

• Previous experience managing, training, and hiring employees.

• Decent (or better) public speaking skills are helpful.• Ability to build an ecosystem of partners.• We sometimes call ourselves a “paid pain in the

butt.” Ideal candidates will be very comfortable “calling people out” on their issues.

• Our process is part consulting, part counseling, part business education, part motivation, so you should be capable of performing these skills as needed by the client.

Half-Retire Coaches have an opportunity to make a great living while helpingbusiness owners overcome a significant life challenge. Benefits of theposition include:

• Excellent pay• Becoming a respected advisor in the business community• No out of town travel• Flexible schedule• Augmenting your skills with a proven training and coaching system

People that succeed as Half-Retire Coaches are well-rounded businessprofessionals. An MBA or other credential provides credibility but is notenough by itself. Let’s face it, being in the business “trenches” is a muchbetter business education than a degree alone.

The Half-Retire Program was developed in conjunction with CEO Focus, oursister company. Since 2001, CEO Focus has helped thousands of businessowners grow, sustain, and enjoy their businesses. As a business ownermastermind and coaching format, we started to consistently see Half-Retire-type issues appearing for our clients. Over time, we formalized ourapproach, built a robust training system for both business owners and Half-Retire coaches, and fine-tuned our approach.

The Half-Retire Program has been helping business owners de-stress, buildwealth, and enjoy their lives more since 2016.

“Ignorance is NOT bliss. I never knew how much I needed this program until Ijoined! I could not live without my Half-Retire Coach.”

“My doctor said that my ‘business was costing me heartbeats,’ so I knew Ihad to do something. The Half-Retire Program literally saved my life.”

“My health thanks you, my wife thanks you, my employes thank you, and Ithank you.”

“I was kicking the can on retiring, and now I know why. I never really wantedto retire. Thanks for showing me the path to not retire.”

Yes and no. We operate in metro areas and prefer to meet with clients inperson. Clients are almost always located within fifty miles of downtown. Bygrouping client meetings by geography, there is minimal driving. You will alsosleep in your own bed every night.

We do not cold call. We use a marketing-based approach that automaticallytakes the prospect from stranger to educated buyer. Like any good businessprocess, Half-Retire coaches use a proven marketing system to driveprospects to purchase. You can assist in that process by building a referralecosystem and meeting with prospects when appropriate.

This is not a contract coaching position. If you are looking for us to close thebusiness for you and just coach, you will remove yourself from an importantpart of the process. Building a relationship with your coach before buying theHalf-Retire Program greatly increases the likelihood of a sale and allows youto add value.

There are unlimited avenues to create revenue, but the most popular are:

• Half-Retire Course• Half-Retire Program (augmented learning + coaching)• Half-Retire Team Readiness Program• Business brokerage and related services• Add-on consulting projects

There are quite a few variables: how well you market, how hard you work,and how well you do the coaching. The bottom line is $100,000 is taking itpretty easy in our business. Hard-working coaches can make $175,000 -$350,000+. In essence, you are an independent business unit and will betreated accordingly.

For example, the Half-Retire Program sells for $999/month. Each month, theclient will move through the training portal prior to meeting with you for aninety-minute live session. You will also do a once a month phone call witheach client for 30-45 minutes. By leveraging an augmented coachingapproach, your effective billing rate is $499/hour.

Licensees keep 100% of their billings. Employees are paid a $30,000/yearbase salary and a portion of the program sales. Need to keep it the same asthe other programs so I can remember and not make mistakes. $2500/mobase and 35% to 50% based on booked receipts.

No. In essence, you are an independent business unit and will be treatedaccordingly.

We welcome Half-Retire Coaches as employees or licensees. The marketingmethodology and the program delivered to clients are identical. Thedifference is whose practice you are building. If you are an employee, we payyou to build our practice. As the owner of the practice, we share in theearnings. We pay for any marketing and pay you a salary, etc. If you are alicensee, we help you build your own practice. You, as the owner of thepractice, keep all the billings/earnings. Here is a breakdown of thedifferences between the employee model and the license model:

Please continue the online interview process at https://halfretire.com/instant-interview. There is a short form at the end to schedule your interview. We look forward to speaking soon.