2023 National Exit Planners Survey Report (Digital Download)
$149.00
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 third annual review of both the industry and its practitioners. Advisors from 42 states, 6 countries and 4 Canadian provinces answered 14 questions about their marketing, practice structures, their clients, fees and methods. This 24-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
Over 3,000,000 Baby Boomers are preparing to transition from their businesses. A professional subspecialty has developed to meet their needs. It encompasses accountants, attorneys, consultants, coaches and other advisors. This exit planners survey is the third annual review of both the industry and its practitioners. The data we gather on advisor and practice demographics changes slowly. For that reason, in odd-numbered years we conduct an abbreviated survey focused on engagement trends, specifically marketing, practice concentration and fees. The purpose of the survey is to understand how exit planners work with clients and each other.
