State of Owner Readiness Fact

May 23, 2022

99% of owners agreed with this statement:

“Having a transition strategy is important both for my future and for the future of my business.”


AND YET...

The very same surveyed owners reported the following data which proved contrary to the statement that readiness was actionably important:

  • 79% of Owners have NO WRITTEN TRANSITION PLAN

  • 48% have done NO PLANNING AT ALL

  • 94% have NO WRITTEIN PERSONAL THIRD ACT PLAN