2025 State of Owner Readiness™ Generational National Report
75% of business owners would like to exit their business within 10 years. But the age of those owners may surprise you.
In this 2025 generational analysis, our conclusions and recommendations are tailored for both owners and advisors, based on generational trends and preferences.
If you would like to read this white paper, 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
