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Business Owner Survey

How, When, and Why Owners Plan to Exit

Baby boomers have begun to exit their businesses en masse, and their exits have triggered perhaps the most massive transfer of wealth in history. Yet, even as this monumental wealth transfer takes shape, most business owners find themselves either partially or entirely unprepared to exit their businesses with the financial security they need to assure that the quality of their post-exit lives matches or exceeds the quality of their pre-exit lives.

Download this report that provides business owners and their advisors an overview of how, when, and why owners plan to exit their businesses.