Are you a business owner in one of the following regions? Take 12 minutes and complete the State of Owner Readiness Regional Survey.

The survey is completely confidential and takes you through 45 questions that assess your current state of readiness and business attractiveness.  You'll be stunned at how the process of taking this "test" provokes thoughts and considerations that may not have considered.  Be honest with yourself.  Challenge your thinking.  Benchmark your business today so you can strive for new heights tomorrow.

You are invited!  All survey data will be compiled and presented at a regional awareness event.  Pick your preferred city and tickets can be reserved by clicking the dated links below.

 

BAY AREA

Owner Readiness

 Join us for the release event!

San Francisco: July 27

TWIN CITIES

Owner Readiness

Missed the release event?

Download the report: Click Here

ARIZONA

Owner Readiness

Join us for the release event!

Scottsdale: October 6

GREATER LOS ANGELES

Owner Readiness

Join us for the release event!

Los Angeles: October 19


 

INDIANA

Owner Readiness

Join us for the release event!

Indianapolis: October 23

GEORGIA

Owner Readiness

Join us for the release event!

Atlanta: November 3

GREATER CHICAGO

Owner Readiness

Join us for the release event!

Chicago: November 13

CAPITOL REGION

Owner Readiness

Join us for the release event!

Washington DC: December 4


 

LONG ISLAND

Owner Readiness

 Watch for release event details!

Location/Date to be Announced 

MANHATTAN

Owner Readiness

Join us for the release event!

Manhattan: Oct 11

NEW JERSEY

Owner Readiness

Watch for release event details!

Location/Date to be Announced

 

 

- Download Reports by Clicking the Images Below - 

 

2013 NATIONAL
REPORT

2017 GREATER NASHVILLE

 

2017 GREATER
SAN DIEGO

2017 TWIN CITIES METRO AREA

 

 
 
 

 

Interested in Becoming a Partner for the State of Owner Readiness?

 

Review Partner & Media Kit

 

The State of Owner Readiness Research is made possible by the following leading organizations.
Thank you for your support and for spreading educational awareness to middle market business owners.

 

- COUNCIL PARTNERS - 

 

 

- ACADEMIC & MEDIA PARTNERS - 

 

 
 

 


 

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- The First Survey of its Kind - 

The Exit Planning Institute and EPIs Northeast Ohio Chapter partnered with Grant Thornton, PNC Bank and the Ohio Employee Ownership Center at Kent State University in 2013 to conduct the original State of Owner Readiness (SOOR) Survey, a survey of middle market business owners. The goal of the survey was to ask business a set of questions around the broader and larger issue: how effectively (if at all) have you planned for the inevitable exit of your business?

Since then, the SOOR Survey has gained national and regional attention as it helps owners and advisors understand the current state of the market as it relates to effectively preparing for business transitions.  The Exit Planning Institute partners with leading organizations across the country to conduct national and local market studies and spread awareness.  Thank you to our collaborative partners of the State of Owner Readiness.