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Published byTyler Dodgen Modified over 9 years ago
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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
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When are you planning to transition the company?
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Most trusted advisor by revenue size
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What best describes your companies transition plan?
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Transition Plans by Age
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Transition plans by revenue size
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Which describes your post transition “life after the business” plan?
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Describe potential changes to your lifestyle following transfer of ownership
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What do you plan to do post-transition?
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Have you incorporated into your personal financial and estate plans?
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Level of employee awareness of the managerial and ownership transition plans.
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Internal Transitions: comparing strategic plans versus strategic moves in next 5 years
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External Transitions: comparing strategic plans versus strategic moves in the next 5 years
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Why is this important? Share with your clients Open the door on conversations Great Business Development Opportunity
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