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Research

  • Up to 80% of closely held business could change hands by 2015.
  • 70% of entrepreneurs regret selling their businesses.
  • Lack of pre-sale planning is the #1 reason deals fail.

Studies

  • Laird Norton Tyee Family Business Survey 2007
  • MassMutual, Raymond Institute: American Family Business Survey 2007
  • MassMutual, Family Firm Institute, & Cox Family Enterprise: American Family Business Survey 2003
  • MassMutual, Women in Family-Owned Businesses 2003
  • PriceWaterhouseCoopers, Private Company Exit Strategies: Preparing the Business for Sale 2008

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From financial planning to transitioning ownership, see how Business Wealth Solutions goes to work for you. Using tried and true methods, we take a comprehensive approach to ensure your success.
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