2024 National Exit Planners Survey Report (Digital Download)
$79.00
If you received a code for a free or discounted copy of the report, you will be able to enter your code at checkout.
This exit planners survey is the fourth annual review of both the industry and its practitioners. Advisors from 42 states, 6 countries and 4 Canadian provinces answered 35 questions about their marketing, practice structures, their clients, fees and methods. This 38-page report analyzes the responses by profession, size of practice, certifications and experience. If you want to better understand the industry and its practitioners, get your copy today.
Description
The upcoming retirement of more than 3 million Baby Boomers from their businesses has led to the emergence of a professional subspecialty designed to cater to their specific needs. This subspecialty consists of a diverse group of professionals, including accountants, attorneys, consultants, coaches, and other advisors, who collectively form the exit planning industry. To gain a thorough understanding of the industry and its practitioners, an annual survey, now in its fourth year, has been conducted. This comprehensive survey aims to shed light on the ways in which exit planners collaborate with their clients and each other, providing valuable insights into the inner workings of this growing field as it supports entrepreneurs in their transition from business ownership.
