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1.   Related sources suggest many business owners lack a written plan. Example: ~42% of business owners have a formal exit plan (myccmi.com, 2024)g

2.  NetSuite: Only about 30% of family businesses survive into the second generation. https://www.netsuite.com/portal/resource/articles/business-strategy/taking-over-family-business.shtml

3.  ReliantValue: Some studies show up to 98% of owners don’t know their company’s value. https://reliantvalue.com/why-is-knowing-the-value-of-your-business-important

4.  Fundera: About 30% of small business owners have no estate plan. https://www.fundera.com/blog/estate-planning-for-small-business-owner

5.  Nationwide survey: 59% of mid-size business owners work with a financial advisor. https://news.nationwide.com/financial-advisors-can-help-business-owners-prepare-for-the-uncertainty

6.  U.S. Bank: In C corporation asset sales, double taxation can reduce net proceeds by about 50%. https://www.usbank.com/wealth-management/financial-perspectives/financial-planning/business-owners/sell-your-busine ss-taxes.html

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