WHERE INCOME MEETS VALUE
READY TO PUT YOUR FOOT ON THE GAS?
Sign up for announcements and updates!
SHIFT TO SIGNIFICANCE

YOUR ROADMAP

THE EXPERTS
ARE YOU POSITIONED TO DRIVE VALUE?
73% of business owners would like to exit their business within the next 10 years, according to the 2023 National State of Owner Readiness Report. This mass exit is likely to result in a $14 trillion transfer of wealth nationwide. Yet, only 62% of owners have completed a formal value enhancement plan to drive profits and value up and fuel their exit. Are you ready for this shift?
2025 Tennessee State of Owner Readiness Survey
Are you a business owner in Tennessee? The Exit Planning Institute is setting out to assess and understand the "State of Readiness" to transition privately-held small and middle market businesses. There are 10,000 baby boomers turning 65 every day and this generation owns 51% of privately held businesses in the United States. In recent surveys, 3 out of 4 business owners "profoundly regretted" their decision to sell within one year of exiting due to lack of "readiness."
HOW DO YOU STACK UP?
How do you measure up against other business owners and leaders? Discover where you stand in the 2023 National State of Owner Readiness Report and gain valuable insights into how others are driving value in their businesses. Download the report to learn how you can have a better company today and a more significant company tomorrow.


