15.5%
Have an aligned and updated will, power of attorney, and emergency continuity plan that captures their wishes for their family and business.
39.2%
Have a will but haven’t reviewed it in some time.
21.9%
Have a will and have discussed their goals with their lawyer, but haven’t formally aligned their personal and business affairs.
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.
