Succession Survey Results

Succession planning is key to the future of any organization.

Our survey of 60+ private business owners in the Midwest region found that few have identified a personal transition plan that addresses the owner’s eventual transition out of the company. That plan considers how their time is spent with their involvement and overseeing the company in addition to planning for their eventual re-deployment of their formerly liquid asset(s) from their company.

Access the Full Study Results

Download the compiled survey results to gain valuable insights into how business owners are navigating the important process of succession planning. Discover what obstacles they face and how you can overcome them to ensure a smooth and successful transition for your own organization. This data, based on the perspectives of more than 60 business owners, will empower you to make informed decisions and take actionable steps toward a secure future for your company.