- Download Reports by Clicking the Images Below -
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.
Interested in Becoming a Partner for the State of Owner Readiness?
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 -
- 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.