Exit Planning Institute

THANK YOU FOR COMPLETING THE SURVEY

Thank you for taking the 2023 National State of Owner ReadinessSurvey. 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 during our State of the Institute Address on February 29, 2024.

DO YOU WANT TO RECEIVE A COPY OF THE FINAL REPORT? JOIN THE WAITLIST.

Download Previous Reports

CEPA

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.

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.


Past Research Partners

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