Meet Susan and Bob Smith – A Familiar Story
After more than two decades of running successful McDonald’s® franchises, Susan and Bob Smith are ready for their next chapter. In their early sixties, with their kids grown and thriving, they’ve started dreaming about what comes next — more travel, spoiling the grandkids with college funds, and giving back to causes close to their hearts.
But like many long-time owner/operators, they’re facing the million-dollar question: “Can we really afford to step away and still live the life we’ve imagined?” They're ready to sell, but aren’t sure how to navigate the transition. They don’t just want a transaction — they want a well-planned exit strategy that preserves their lifestyle, protects their wealth, and brings clarity to their future.
That’s where we come in.
Meet Sandra – Stocked Up and Stressed Out
Sandra’s been with McDonald’s® corporate for decades. She knows the menu inside out, has survived more meetings than she can count, and has enough branded swag to start her own gift shop. Now in her late 50s, she’s thinking: “Maybe it’s time to trade my office badge for a beach chair.”
There’s just one problem — her retirement portfolio looks like the McDonald’s stock ticker exploded. It’s been good to her, but now she’s wondering: Is it time to diversify before I supersize my risk?
Sandra’s also realizing retirement means more than just a gold watch — she’ll need a solid income plan to keep up with her lifestyle (and her Amazon habit).
Rainey & Randall to the rescue. We help corporate employees like Sandra turn concentrated stock positions into well-balanced, income-generating retirement plans — without sacrificing the lifestyle they’ve earned.
Meet Karen & Ted – Hustling Now, Chillin’ Later
Karen and Ted are in their early forties, juggling life as McDonald’s® owner-operators and parents to four energetic kids who think chicken nuggets are a food group. Between soccer practice, supply orders, and “Can we get a puppy?” negotiations, they're also planning to expand — because they don’t have enough going on.
Unlike Ted’s parents, who ran their store until they were nearly 78, this new generation has a different dream: grow the business now, retire early(ish), and actually enjoy life before their knees start making weird noises.
That’s where we come in.
We help ambitious owner-operators like Karen and Ted take control and build a legacy that doesn’t require running registers at 75. While they’re busy building an empire, we’re building a plan to make early retirement more than just a wishful thought.
Because hustle now, chill later? That’s the dream. We just help make it happen.
None of these scenarios fit your current situation?
Not a problem, simply click on the link and answer a few questions to book a commitment-free fit meeting.
