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

What is the State of Owner Readiness?

Recent studies show that 66% 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?

Download the Full Report

Coming October 2021:
New York City State of Owner Readiness Report

Attend the Release Event

Download Latest Reports



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

Interested in Becoming a Partner for the State of Owner Readiness?

Contact Us

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.