TITLE TRANSITION Have you formally developed a strategy to align the exit value of your business to your post-sale wealth/retirement goals? TRANSITION | Financial Planning
No
37%
63%
Yes
Does your current personal financial plan and investment portfolio align with your financial goals, tax objectives, risk tolerance, and family objectives?
51%
Yes
Somewhat
49%
Lifetime estate and gift tax exemptions are scheduled to reduce significantly Jan. 31, 2026. Have you revisited your estate plan to specifically address these changes?
Have an estate plan already and am planning to revise
17%
Have an estate plan, but am not sure
41%
Have an estate plan already and am not planning to revise
19%
Don’t have an estate plan
23%
33
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