Are You Ready To Transition?
The National State of Owner Readiness Survey analyzes many companies' readiness to transition and the owners’ personal preparedness for this transition.
For the past decade, the Exit Planning Institute has studied the evolving landscape of privately held businesses and their owners to understand their personal preparedness and assess company readiness. This study aims to unravel the nuanced dynamics at the intersection of individual preparedness and business readiness for inevitable exit.
If you would like to read this report, please fill out the form below and our Managing Member Lou Melone, CFP®, CEPA® will email it to you.
Monthly Newsletter for CPAs
We present financial planning news and updates to help CPAs guide their clients
Melone Private Wealth IRS Newsroom
We monitor IRS activities, regulations, and updates regarding qualified plans for individuals and business owners.
Exit Planning
Lou Melone, CFP® is a Certified Exit Planning Advisor. Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals.
Ouir Wealth Planners
