State of Owner Readiness - Exit Planning Institute

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. Statistics also show that 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 and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready are business owners?

Are you a business owner in Tennessee? The Exit Planning Institute is setting out to assess and understand the "State of Readiness" to transition privately-held small and middle market businesses. There are 10,000 baby boomers turning 65 every day and this generation owns 51% of privately held businesses in the United States. In recent surveys, 3 out of 4 business owners "profoundly regretted" their decision to sell within one year of exiting due to lack of "readiness."

Are you and your fellow business owners truly ready for the next phase of your lives outside of your business? As we celebrate the 10-year anniversary of the groundbreaking research, discover how prepared you truly are by participating in the highly anticipated 2023 National State of Owner Readiness survey. This comprehensive survey will provide valuable insights into how you, or your esteemed clients, measure up against other business owners nationally. Don't miss this opportunity to gain a clear understanding of your readiness and see where you stack up compared to other business owners. Uncover crucial findings indicating that prepared owners not only achieve SUCCESSFUL exits but SIGNIFICANT ones. How ready are business owners? Find out now!

2023 National

2024 Release

Download Now

Los Angeles

2023 Release

Download Now

Minnesota

2023 Release

Download Now

Colorado

2022 Release

Download Now

New York

2021 Release

Download Now

Nebraska

2019 Release

Download Now

Wisconsin

2018 Release

Download Now

Georgia

2018 Release

Download Now

North Texas

2018 Release

Download Now

Long Island

2018 Release

Download Now

Nashville

2017 Release

Download Now

San Diego

2017 Release

Download Now

Arizona

2017 Release

Download Now

Twin Cities

2017 Release

Download Now

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 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 than entered it. They transform into the Advisor of the Future. Reinvent yourself with exit planning.