Given the amount of effort that so many small-business owners pour into building their livelihoods as entrepreneurs, it is no surprise that they report a significant degree of emotion and concern when it comes to their own retirements and the inevitable transition away from leadership.
A top concern for many business owners is what will happen to their employees once the founder or current owners exit. Others are more firmly focused on maximizing the value of their business at the time of sale, and they are seeking ways to ensure their organizations build true enterprise value that will allow it to thrive for generations to come.
These are some of the findings of an internal survey report conducted recently by Dynasty Financial Partners among its network of affiliated independent advisor shops. The report compiles the responses of a sizable number of Dynasty-affiliated advisors who specialize in supporting small-business owner clients.
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