Is Your Client’s Business Prepared to Navigate Defining Decision Points?
Do any of these questions concern you?
Could your business continue without you or another key person?
Are you counting on your business to provide a significant part of your retirement income?
Could you get the value you want if you sold your business today?
Will your family have financial security if something unexpected happens to you?
If so, YOU’RE NOT ALONE.
- According to a June 2025 U.S. Small Business Administration Report there are 36.2 million “small businesses” that employ under 100 employees and represent 99.9% of U.S. businesses. (https://advocacy.sba.gov)
- Accumulating enough retirement funds is a problem for many small business owners. According to 2025 WealthRabbit Small Business Retirement Report the majority have saved less than $50,000 – even those approaching retirement age.
- A recent survey conducted by PriceWaterhouseCoopers found that two-thirds of family businesses don’t have a documented and communicated succession plan. (PwC 2023 U.S. Family Business Survey)
- Only 15% – 30% of businesses that go to market end up selling with smaller firms rarely selling without strong financials and independence from the owner. (Morgan % Westfield)
