OVERVIEW & GOALS
Susan is a 54-year old owner of a marketing agency that employees 15 individuals. She started the business 25 years ago and hopes to transition her business to her daughter, who is currently working at the firm. She hopes to retire within 5-10 years. She would like to determine when she can retire, how to transition her business to her daughter, whether or not to downsize her home, and how to reduce her debt as much as possible before retirement.