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“State of Owner Readiness” © Survey Results 2013 Patrick C. O’Brien MBA, CEPA PNC Wealth Management EPI Board of Advisors © 2013 Exit Planning Institute
When are you planning to transition the company?
Most trusted advisor by revenue size
What best describes your companies transition plan?
Transition Plans by Age
Transition plans by revenue size
Which describes your post transition “life after the business” plan?
Describe potential changes to your lifestyle following transfer of ownership
What do you plan to do post-transition?
Have you incorporated into your personal financial and estate plans?
Level of employee awareness of the managerial and ownership transition plans.
Internal Transitions: comparing strategic plans versus strategic moves in next 5 years
External Transitions: comparing strategic plans versus strategic moves in the next 5 years
Why is this important? Share with your clients Open the door on conversations Great Business Development Opportunity
© 2014 Exit Planning Institute The Exit Planning Process Overview of The Exit Planning Process Assessing transition Readiness.
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