Financial Advisor | Serving High Net Worth Families, Entrepreneurs, and Sales Professionals
Exit planning is important and it’s not always about maximizing value (but that’s really important). Planning a good exit is also about moving confidently to new chapters in life with as much joy and excitement as possible knowing you’ve left an enduring legacy behind.
America is on the verge of a business succession boom, according to our latest research in partnership with Morning Consult and NEXT360 Partners. But 1/3 of business owners have yet to prepare a succession plan. We explore the reasons and offer guidance to help ease the transition: https://ow.ly/v6k650SPo40 Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey executed by Morning Consult from April 8, 2024 – April 9, 2024 (among a U.S. national sample of 400 business owners) combined with unstructured interviews conducted by NEXT360 Partners with business owners in Arlington, TX, Atlanta, GA, Charlotte, NC, Cleveland, OH, Dallas/Ft. Worth, TX, Denver, CO, Los Angeles, CA, Troutman, N.C, New Jersey, Phoenix, AZ and Raleigh-Durham, NC.
