Aldrich West Coast Private Company Report 2025

TITLE TRANSITION | Exit Planning What is your timeline for exiting your business?

Currently pursuing

11%

16%

1-5 years

6-10 years

19%

19%

More than 10 years

35%

Don’t have one

What ownership transition strategies have you considered?

12%

8%

Sell to a third party

18%

10%

27%

36%

Passing the business to a family member

23%

20%

45%

49%

Employee stock ownership plan (ESOP)

46%

40%

45%

49%

Strategic partnerships or joint ventures

38%

50%

52%

36%

Management buyout

56%

67%

Overall

California

Oregon

Washington

| Respondents could select more than one answer

30

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