A recent study was conducted by the Exit Planning Institute® (EPI™) and its Wisconsin chapter, located in the Milwaukee-Madison area. The study conducted looked at business owners in Wisconsin to determine their state of readiness to transition their businesses and unlock the wealth accumulated within them. These results were then compared to the 2013 National Survey and other regional surveys that EPI has conducted over the previous five years. Finally, we noted specific facets that both successful and unsuccessful business owners do. These are best practices to improve the probability of a successful transition and unlock this vast amount of wealth and we offer those suggestions to close the report.
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