Growth and Exit Planning: Take our Business Owner Surveys

Do you have a formal plan for the transition of your privately held or family business?  No matter the timeframe – next year or ten years from now, the journey begins here.

Business Exit Readiness Index

As a business owner, what is your readiness to have a successful transfer?

Take the Survey

Growth Planning Index

Is your business strategy for growth relative to overall planning, or are you thinking about growing your business to increate its value prior to an exit?

Take the Survey

Owner Dependence Index

Measuring and managing an owner’s direct involvement in the business is a critical first step toward creating more value in your business.

Take the Survey

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