2025 State of Owner Readiness™ Generational National Report
The 2025 State of Owner Readiness™ Generational National Report provides a comprehensive analysis of business owners across generations. It examines key differences in attitudes, behaviors, and readiness for transition. The findings offer valuable insight into how generational perspectives shape exit planning and long-term business strategy. Conclusions and recommendations are tailored for both owners and advisors to support more effective succession outcomes.
Here is a sample of the insights that may help you:
87% of Generation X business owners believe that having an exit strategy is essential for their future and the future of their business. Perhaps no other generation has endured more financial uncertainty within their wealth-building years (it’s too soon to say if Millennials will surpass them).
Melone Private Wealth Newsroom
We monitor IRS activities, regulations, and updates regarding qualified plans for individuls and business owners.
2025 Retirement Plan Comparison Chart
This handy guide can help you narrow the focus and zero in on a retirement plan that could work for your business in 2025. Because of the complexities involved with qualified retirement plans, always consult your legal or tax advisor to be sure you are complying with the rules.
2025's Retirement Plans for Closely Held Businesses: A Business Owner's/CPA's Reference Guide
This whitepaper is a guide business owners. It will help in determining which plan is most appropriate for your busines and the items to be reviewed.
What's your Risk Number?
Riskalyze is a cutting edge technology that identifies your acceptable levels of risk and reward.
The old way of assessing risk- stereotyping investors with subjective semantics, (aggressive, moderate, conservative) simply doesn’t work.
Answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains.
Melone Private Wealth Financial Planning Tool
As Warren Buffet once said, "When the tide goes out, you find out who was swimming without shorts."
When markets turn as volatile and confusing as they have in the past, even patient investors may come to question the wisdom of the investment plan they've been following.
Try our financial planning tool to learn about choices you may have made and choices you should consider making.
Click Here to Use the Melone Private Wealth Family Wealth Planners Financial Planning Tool
Decision Tree Flowcharts
Flowcharts that help you quickly and easily analyze the most common planning strategies available to business owners.
Categories include:
- General Tax
- Mortgage & Auto Debt
- IRA & Roth IRA
- Retirement Plans for Businesses
- Social Security, Medicare, Health Insurance
- Student Loan 529 HSA
Click here to Use Our Decision Tree Flow Charts
Unpack Your Financial Baggage
In his new book, Lou Melone, CFP outlines how you (or a client) can employ the principles and practices of financial planning to acquire long-term wealth for both family and those you cherish most.
Business Owner Resources
We provide business owners with resources which may grow their wealth and help them plan for retirement.
Financial Planning for Business Owners
Our Business Owner Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning.
Business Owner Tools
Our tools are designed to help you navigate the complexities of business ownership.
Authority Magazine
5 Things Retirees Say They Wish They Were Told Before They Began Retirement, with Lou Melone
Authority Magazine
The 5 Essentials of Smart Investing: With Lou Melone of Budd, Melone & Company, An Interview With Jason Hartman
