14.1%
The reality is, many business owners are uncertain about their financial future when it comes to exiting their business — 14.1 percent doubt the value of their business will meet their financial goals.
48%
Less than half of respondents feel somewhat confident in the value of their business but lack clarity on the net proceeds after taxes.
13.3%
Despite these concerns, only 13.3 percent have sought professional guidance to create a comprehensive tax and estate plan. If you have doubts or lack clarity, it’s essential to create a roadmap now, so you can make sure your organization’s value aligns with your personal financial goals.
64.1%
Have thought about their business exit objectives but have not put anything in writing or created a plan.
64.1%
Have thought about their business exit objectives but have not put anything in writing or created a plan.
