Readiness isn’t just about timing the market or hitting a revenue milestone. According to the Exit Planning Institute, a business owner is truly “ready” only when personal goals, financial goals, and business realities are aligned
readiness
readiness
Timing Your Exit: Why Readiness Matters More Than the Market
Many business owners assume timing an exit is about watching the market—interest rates, buyer demand, or headlines about deal activity. In reality, the biggest determinant of a successful sale is not the market at all. These things matter of course but this is not a binary thing of you do x and get y. There is a far more heady issue at hand.
Are you ready? Determining Business Owner Exit Readiness
Owner Preparation Checklist outlining necessary steps, including establishing goals, creating a transition advisory team, completing valuations, and designing a post-business life plan.
Preparing for Success: A Guide for Tampa-St. Petersburg Business Owners
As of August 2025, the business landscape in Tampa-St. Petersburg demands heightened readiness. This article, inspired by “Walking to Destiny,” highlights critical personal, financial, and business readiness issues for local owners like Michael Shea, offering actionable insights.
The Great Readiness Gap
The provided clip , “25SOOR-Generational-FINAL 1.pdf,” is the Exit Planning Institute’s (EPI) 2025 State of Owner Readiness (SOOR) Generational Report. This report analyzes business owners’ preparedness for their eventual exit, comparing generational differences in exit planning approaches. It updates data from the 2023 National SOOR Report, focusing on how Baby Boomers, Generation X, and Millennials perceive and engage with exit […]