“State of Owner Readiness” © Survey Results 2013 Patrick C. O’Brien MBA, CEPA PNC Wealth Management EPI Board of Advisors © 2013 Exit Planning Institute.

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Presentation transcript:

“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