THE STATE OF OWNER READINESS™ RESEARCH

The viral research that measures business attractiveness and owner readiness on a regional scale to better serve transitioning business owners.

WHAT IS THE STATE OF OWNER READINESS?

Recent studies show that 51% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Only 20 to 30% of businesses that go to market actually sell, leaving up to 80% of those without solid options to harvest their wealth or ensure economic continuity. To understand and to begin addressing this disparity, Exit Planning Institute® (EPI) partnered with regional organizations to survey business owners on business attractiveness and exit preparedness.

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DOWNLOAD NATIONAL REPORTS

Exit Planning Institute® (EPI) has taken national owner readiness surveys to get a comprehensive look at business owner perspectives across the country. From there, we have further broken down the data for a Generational National State of Owner Readiness report. These reports aim to provide insights to drive action for business owners and advisors and emphasize how crucial the Value Acceleration Methodology™ is.

DOWNLOAD LATEST REGIONAL REPORTS

To further distill the data and give advisors and owners the tools and language they need to accelerate value creation, EPI has conducted numerous regional State of Owner Readiness Surveys. Across unique and diverse populations around the country, business owner perspectives vary, and the research in our reports reflects that.

INTERESTED IN BECOMING A RESEARCH PARTNER?

The State of Owner Readiness Reports are made possible by our various research partners and organizations. See some of our past partners below. If you are interested and want to partner with us, contact us today.

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EARN YOUR CEPA DESIGNATION TODAY

The 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 virtually throughout the year. 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 educated than when they entered it. They transform into the Advisor of the Future. Reinvent yourself with exit planning. 

NOT SURE WHERE TO START? WE'RE HERE TO HELP.