Are you prepared to transition your business?

Most business owners have 80 to 90% of their financial wealth locked in their business. Given the significance of this asset, a business owner's ability to monetize this wealth in the future will have a significant impact on their financial security and lifestyle once they exit their business.

Lutz, in collaboration with the Exit Planning Institute and other local firms, recently conducted a survey to help determine how prepared business owners are to transition their business in the state of Nebraska. The collected survey results help business owners answer the following questions:

  • How do I benefit from transition planning?
  • In relation to exit preparedness, how do I stack up against the competition?
  • Which exit option is best for my business?
  • What do Nebraska business transition plans include?
  • Where can I receive help and education?

Download the Nebraska State of Owner Readiness report to get all the information you need to help prepare your business for the future!

If you have any questions or are interested in learning more about the business transition process, please contact Bill Kenedy or Scott Carrico for more information.