--- title: State of Owner Readiness - Exit Planning Institute description: State of Owner Readiness Research measures business attractiveness and owner readiness on a local, regional, and national scale to better serve exiting business owners. --- ![Exit Planning Institute](https://exit-planning-institute.org/hs-fs/hubfs/EPI-Assets-2022/General_Internal_Option_1/Logo_EPI_Exit-Planning-Institute_shield_white.png?width=59&height=63&name=Logo_EPI_Exit-Planning-Institute_shield_white.png) ## THANK YOU FOR COMPLETING THE SURVEY   Thank you for taking the 2026 Indiana State of Owner Readiness™ Survey. Your participation helps measure business attractiveness and owner readiness on a local, regional, and national scale in an effort to better serve the marketplace. The final report will be released on October 29, 2026.   [ Join the Waitlist ](https://exit-planning-institute.org/indiana-soor-thankyou#waitlist) ## DO YOU WANT TO RECEIVE A COPY OF THE FINAL REPORT? JOIN THE WAITLIST. ## Download Previous Reports ![CEPA](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/CEPE-logo-2.png?width=250&height=126&name=CEPE-logo-2.png) The Certified Exit Planning Advisor® (CEPA®) is the most regarded exit planning credential in the marketplace today, endorsed and accepted by more than 20 major organizations. The CEPA 5-day credentialing program is offered four times a year in locations across the country. Advisors who earn the CEPA designation have the ability to holistically serve business owners’ needs regardless of the timing of their exit.  CEPAs lead teams, enable educated decisions, and create positive change for their clients. Advisors leave the CEPA program more than entered it.  They transform into the Advisor of the Future. ** Reinvent yourself with exit planning.** [ Review Full Program Overview ](https://exit-planning-institute.org/program/certified-exit-planning-advisor) ## Interested in Becoming a Partner for the State of Owner Readiness? The State of Owner Readiness Research is made possible by the following leading organizations. Thank you for your support and for spreading educational awareness to middle market business owners. [ Contact Us ](mailto:ssnider@exit-planning-institute.org) --- ## Past Research Partners ![2Bridge Communications](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/2bridge-logo-m3-1.png?width=200&height=89&name=2bridge-logo-m3-1.png) ![1-ACG-minnesota](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/1-ACG-minnesota.jpeg?width=300&height=100&name=1-ACG-minnesota.jpeg) ![Wisconsin-1-300x55](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/Wisconsin-1-300x55.jpeg?width=300&height=55&name=Wisconsin-1-300x55.jpeg) ![alliance-of-mergers-and-acquisition-advisors-amaa-263x280px](https://exit-planning-institute.org/hs-fs/hubfs/alliance-of-mergers-and-acquisition-advisors-amaa-263x280px.jpg?width=263&height=100&name=alliance-of-mergers-and-acquisition-advisors-amaa-263x280px.jpg) ![4-Apex](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/4-Apex.jpeg?width=282&height=100&name=4-Apex.jpeg) ![american-endowment-foundation-263x280px](https://exit-planning-institute.org/hs-fs/hubfs/american-endowment-foundation-263x280px.jpg?width=263&height=105&name=american-endowment-foundation-263x280px.jpg) ![1_Logo_BNY-1-2](https://exit-planning-institute.org/hs-fs/hubfs/Imported_Blog_Media/1_Logo_BNY-1-2.jpg?width=403&height=180&name=1_Logo_BNY-1-2.jpg) ![7-BrandBank](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/7-BrandBank.jpeg?width=293&height=100&name=7-BrandBank.jpeg) ![5-bankwest](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/5-bankwest.jpeg?width=261&height=100&name=5-bankwest.jpeg) ![ButlerLogo-300x71](https://exit-planning-institute.org/hs-fs/hubfs/ButlerLogo-300x71.jpeg?width=300&height=71&name=ButlerLogo-300x71.jpeg) ![b2b-cfo-logo-131x70px](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/b2b-cfo-logo-131x70px.jpeg?width=131&height=70&name=b2b-cfo-logo-131x70px.jpeg) ![CSU_San-Marcos-300x141](https://exit-planning-institute.org/hs-fs/hubfs/CSU_San-Marcos-300x141.jpeg?width=300&height=141&name=CSU_San-Marcos-300x141.jpeg) ![Carr Riggs & Ingram](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/CRI_Logo-1-300x99.jpeg?width=300&height=99&name=CRI_Logo-1-300x99.jpeg) ![2019_Soor-logo-nebraska_Nv_Center_for_Entrepreneurship_COB_C4E_4c-1-300x120](https://exit-planning-institute.org/hs-fs/hubfs/2019_Soor-logo-nebraska_Nv_Center_for_Entrepreneurship_COB_C4E_4c-1-300x120.jpeg?width=300&height=120&name=2019_Soor-logo-nebraska_Nv_Center_for_Entrepreneurship_COB_C4E_4c-1-300x120.jpeg) ![Clifton Larson Allen](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/8-CLA.jpeg?width=255&height=100&name=8-CLA.jpeg) ![Colorado Office of Economic Development & International Trade](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/PRIMARY-OEDIT-EOO-768x163.png?width=768&height=163&name=PRIMARY-OEDIT-EOO-768x163.png) ![Corporate Finance Assoc.](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/cfa-logo-300x73.png?width=300&height=73&name=cfa-logo-300x73.png) ![Cresset](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/PRIMARY-cresset-logo.png?width=175&height=63&name=PRIMARY-cresset-logo.png) ![10-cro](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/10-cro.jpeg?width=253&height=100&name=10-cro.jpeg) ![Crystal & Co](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/CRYSTAL-Blue-Logo-Gray-Tagline-300x113.jpeg?width=150&height=57&name=CRYSTAL-Blue-Logo-Gray-Tagline-300x113.jpeg) ![Dailey Resources Inc.](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/Dailey-Logo-300x59.jpeg?width=300&height=59&name=Dailey-Logo-300x59.jpeg) ![Denver Agency](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/PRIMARY-Denver-Agency-logo-300x85.png?width=275&height=78&name=PRIMARY-Denver-Agency-logo-300x85.png) ![Diamond Capital Advisors](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/1_Company-Logo-Diamond-Capital-Advisors.png?width=175&height=50&name=1_Company-Logo-Diamond-Capital-Advisors.png) ![Dumas Capital Partners](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/DCP-Logo-300x154.jpeg?width=300&height=154&name=DCP-Logo-300x154.jpeg) ![Edge Financial Strategies](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/EFS-logo-300x154.png?width=150&height=77&name=EFS-logo-300x154.png) ![esi Equity](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/ESILogo-300x269.jpeg?width=90&height=81&name=ESILogo-300x269.jpeg) ![Evers Robinson LTD](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/1_Company-Logo-EversRobinson-300x83.jpeg?width=300&height=83&name=1_Company-Logo-EversRobinson-300x83.jpeg) ![Farella Braun + Martel](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/sanfran-logo-farella-300x96.jpeg?width=300&height=96&name=sanfran-logo-farella-300x96.jpeg) ![First National Bank of Omaha](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/2019_logo_Soor_Nebraska_First-National-Bank-Omaha-two-lines-768x172.jpeg?width=768&height=172&name=2019_logo_Soor_Nebraska_First-National-Bank-Omaha-two-lines-768x172.jpeg) ![Foley & Lardner LLP](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/sanfran-logo-foley.jpeg?width=200&height=87&name=sanfran-logo-foley.jpeg) ![Forecast Strategic Advisors](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/forecastlogoemail.jpeg?width=125&height=92&name=forecastlogoemail.jpeg) ![the founders group](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/founders-group-logo-sponsor.png?width=300&height=90&name=founders-group-logo-sponsor.png) ![Global Atlantic](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/NEW-GA-FG-Logo_cmyk_2.5inches.jpg?width=750&height=117&name=NEW-GA-FG-Logo_cmyk_2.5inches.jpg) ![Go Beyond](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/gb_logo_b_1000x415-300x125.png?width=300&height=125&name=gb_logo_b_1000x415-300x125.png) ![Gran Thorton](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/RP_GrantThorton-300x57.png?width=300&height=57&name=RP_GrantThorton-300x57.png) ![Hightower](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/HighTowerGreen-300x127.png?width=175&height=74&name=HighTowerGreen-300x127.png) ![IAG Wealth Partners](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/IAG.rgb-01-300x160.jpg?width=300&height=160&name=IAG.rgb-01-300x160.jpg) ![IWC Family Offices](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/IWC-1.png?width=183&height=41&name=IWC-1.png) ![Integrated Financial Group](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/IFG_Logo-1.jpeg?width=342&height=36&name=IFG_Logo-1.jpeg) ![Honkamp Krueger & Co](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/wisconsin-chapter-sponsor-Honkamp-154x70.jpeg?width=154&height=70&name=wisconsin-chapter-sponsor-Honkamp-154x70.jpeg) ![Insperity](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/logo-insperity-381x200-300x157.jpeg?width=200&height=105&name=logo-insperity-381x200-300x157.jpeg) ![Kennesaw-University-300x133](https://exit-planning-institute.org/hs-fs/hubfs/Kennesaw-University-300x133.png?width=300&height=133&name=Kennesaw-University-300x133.png) ![Kent-State-University-300x93](https://exit-planning-institute.org/hs-fs/hubfs/Kent-State-University-300x93.png?width=300&height=93&name=Kent-State-University-300x93.png) ![Key Strategies](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/KEY-300x61.jpeg?width=200&height=41&name=KEY-300x61.jpeg) ![Koley Jessen](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/2019_Logo_Nebraska_SOOR_Koley-Jessen_2color-300x74.jpeg?width=200&height=49&name=2019_Logo_Nebraska_SOOR_Koley-Jessen_2color-300x74.jpeg) ![Legacy Transition](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/LTA-300x151.jpeg?width=150&height=76&name=LTA-300x151.jpeg) ![LIft Off](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/1_LOGO_SB-Lift-Off-300x100.png?width=300&height=100&name=1_LOGO_SB-Lift-Off-300x100.png) ![Lindquist](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/Lin.png?width=600&height=89&name=Lin.png) ![Lutz](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/2019_logo_Soor_Nebraska_Lutz-300x144.jpeg?width=200&height=96&name=2019_logo_Soor_Nebraska_Lutz-300x144.jpeg) ![mcm-capital-partners-263x280px](https://exit-planning-institute.org/hs-fs/hubfs/mcm-capital-partners-263x280px.jpg?width=150&height=69&name=mcm-capital-partners-263x280px.jpg) ![logo-minnesota](https://exit-planning-institute.org/hs-fs/hubfs/logo-minnesota.jpeg?width=231&height=100&name=logo-minnesota.jpeg) ![MMAC](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/MMAC-color-logo-jpg-300x171.jpeg?width=125&height=71&name=MMAC-color-logo-jpg-300x171.jpeg) ![Mobius](https://exit-planning-institute.org/hs-fs/hubfs/Mobius.png?width=125&height=111&name=Mobius.png) ![Montgomery Coscia Greilich](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/MCG-Logo_320x39px.jpeg?width=320&height=39&name=MCG-Logo_320x39px.jpeg) ![Morton Capital](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/Morton-Capital-Logo-300x55.png?width=200&height=37&name=Morton-Capital-Logo-300x55.png) ![Newport Advisors](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/PRIMARY-Newport-logo.jpeg?width=300&height=92&name=PRIMARY-Newport-logo.jpeg) ![Oak Hill Business Partners](https://exit-planning-institute.org/hs-fs/hubfs/2019_Logo_Oak-Hill-Business-Partners-300x73.jpeg?width=200&height=49&name=2019_Logo_Oak-Hill-Business-Partners-300x73.jpeg) ![OEOC-300x200-272x182](https://exit-planning-institute.org/hs-fs/hubfs/OEOC-300x200-272x182.jpeg?width=126&height=84&name=OEOC-300x200-272x182.jpeg) ![Oxford-150x150](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/Oxford-150x150.jpeg?width=100&height=100&name=Oxford-150x150.jpeg) ![pnclogo-300x85](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/pnclogo-300x85.png?width=300&height=85&name=pnclogo-300x85.png) ![Logo_PrudentialCapitalGroup-1-300x185](https://exit-planning-institute.org/hs-fs/hubfs/Logo_PrudentialCapitalGroup-1-300x185.jpeg?width=150&height=92&name=Logo_PrudentialCapitalGroup-1-300x185.jpeg) ![Quantive Business Valuations](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/Quantive_Logo-2.png?width=200&height=53&name=Quantive_Logo-2.png) ![Quist Valuation](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/PRIMARY-Quist-300x100.png?width=300&height=100&name=PRIMARY-Quist-300x100.png) ![Ready for Next](https://exit-planning-institute.org/hs-fs/hubfs/PRIMARY%20-%20RFN%20Logo_C_4C.png?width=3300&height=2551&name=PRIMARY%20-%20RFN%20Logo_C_4C.png) ![Robert Green Co](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/1_RGG_Logo-150x150.png?width=100&height=100&name=1_RGG_Logo-150x150.png) ![Reinhart](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/wisconsin-chapter-sponsor-Reinhart-214x70.jpeg?width=214&height=60&name=wisconsin-chapter-sponsor-Reinhart-214x70.jpeg) ![Robinson Waters & O'Dorisio, PC](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/rwo_header_logo_gold-300x179.png?width=150&height=90&name=rwo_header_logo_gold-300x179.png) ![rockgate_logo_250x102px](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/rockgate_logo_250x102px.jpeg?width=250&height=102&name=rockgate_logo_250x102px.jpeg) ![sales exceleartion](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/sales-exceleartion-300x86.png?width=300&height=86&name=sales-exceleartion-300x86.png) ![Salmon Sims Thomas](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/salmon-sims-thomas-cpa-logo-241x70px.jpeg?width=241&height=70&name=salmon-sims-thomas-cpa-logo-241x70px.jpeg) ![San-Fran-Business-Times-300x108](https://exit-planning-institute.org/hs-fs/hubfs/San-Fran-Business-Times-300x108.jpeg?width=300&height=108&name=San-Fran-Business-Times-300x108.jpeg) ![SDR Ventures](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/PRIMARY-SDR-Ventures-Logo-768x165.png?width=200&height=43&name=PRIMARY-SDR-Ventures-Logo-768x165.png) ![SES ESOP Strategies](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/PRIMARY-ses-esop-color.png?width=175&height=45&name=PRIMARY-ses-esop-color.png) ![SignatureFD](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/SignatureFD_Logo.png?width=248&height=36&name=SignatureFD_Logo.png) ![Silverman Acampora](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/Silverman-Acampora-LLP-300x83.jpeg?width=300&height=83&name=Silverman-Acampora-LLP-300x83.jpeg) ![SilverStone Group](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/2019_logo_Soor_Nebraska_silverstonegroup_hor_2c_cmyk-768x180.jpeg?width=768&height=180&name=2019_logo_Soor_Nebraska_silverstonegroup_hor_2c_cmyk-768x180.jpeg) ![Snider Value Index](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/snider-value-index-speaking-authoring-263x280.jpeg?width=150&height=160&name=snider-value-index-speaking-authoring-263x280.jpeg) ![Social-Jack_200](https://exit-planning-institute.org/hs-fs/hubfs/Social-Jack_200.png?width=200&height=71&name=Social-Jack_200.png) ![stony-brook-university-logo-horizontal-300-300x51](https://exit-planning-institute.org/hs-fs/hubfs/stony-brook-university-logo-horizontal-300-300x51.png?width=300&height=51&name=stony-brook-university-logo-horizontal-300-300x51.png) ![Summit Financial Group](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/1_Summit-Financial-Group_logo-300x84.png?width=200&height=56&name=1_Summit-Financial-Group_logo-300x84.png) ![Swerdlin & Co](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/Swerdlin_Logo.jpeg?width=168&height=50&name=Swerdlin_Logo.jpeg) ![Troy Gould](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/1_Company-Logo-TroyGould-300x105.png?width=300&height=105&name=1_Company-Logo-TroyGould-300x105.png) ![UBS](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/Logo_UBS-1-300x109.jpeg?width=150&height=55&name=Logo_UBS-1-300x109.jpeg) ![sanfran-logo-univ-300x86](https://exit-planning-institute.org/hs-fs/hubfs/sanfran-logo-univ-300x86.jpeg?width=300&height=86&name=sanfran-logo-univ-300x86.jpeg) ![Vanderbilt_University_Logo_01-300x108](https://exit-planning-institute.org/hs-fs/hubfs/Vanderbilt_University_Logo_01-300x108.jpeg?width=300&height=108&name=Vanderbilt_University_Logo_01-300x108.jpeg) ![VER](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/VER.png?width=180&height=80&name=VER.png) ![Vision One](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/VIS-300x228.jpeg?width=150&height=114&name=VIS-300x228.jpeg) ![Vistage](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/Vistage-Logo-90_Black-300x58.jpeg?width=300&height=58&name=Vistage-Logo-90_Black-300x58.jpeg) ![WealthPoint](https://exit-planning-institute.org/hs-fs/hubfs/Website%20Migration%202022/Sponsor%20Logos/PRIMARY-WealthPoint-Full-Logo-Transparent-crop-1-300x46.png?width=300&height=46&name=PRIMARY-WealthPoint-Full-Logo-Transparent-crop-1-300x46.png) ## Interested in sponsoring research? 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