Aldrich West Coast Private Company Report 2025

TITLE TRANSITION | Succession + Governance Which of these transition plans and governance structures do you have in place for your business?

38%

79%

47%

Personal financial plan

Business exit plan

Contingency/continuity plan

34%

33%

38%

Shareholders agreement

Management advisory group (non-family)

Succession plan

ALDRICH INSIGHTS

Is Your Business Valuable to Potential Buyers? Key Drivers and Detractors of Value

32%

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Board of directors

| Respondents could select more than one answer

29

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