– The Survey – 

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 of survey of 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?


– The How –

The purpose of this survey fits closely with the core mission of the Exit Planning Institute, namely the creation of all-inclusive, proactive process for accomplishing the objectives and goals of exiting business owners. In order to that, it was important to find out where the average business owner was at in that process. Below are links to download the full report and presentation of the 2013 State of Owner Readiness Survey that was presented in 2013 at the Exit Planning Institutes International Conference in Cleveland, Ohio.


2013 National: State of Owner Readiness Report

2017 Regional: State of Owner Readiness Report | Greater Nashville

2017 Regional: State of Owner Readiness Report | San Diego County