More than half (53%) of
Baby Boomer business
owners intend to exit
in the next 10 years.

More than half of those
Baby Boomers (55%)
expect to sell their business
to a third party, while 20%
expect to sell to employees.

Only about one in seven
(14%) expects to pass the
business to family.

2008 White Horse Advisors Survey of Closely-Held Business Owners

Expert Succession Planning Consultants

White Horse Advisors is one of Atlanta’s largest financial advisory groups providing services to owners of closely-held businesses and retirement plan sponsors. Our expert succession planning consultants will answer your questions about:

When to start planning
What it means to be fully prepared
The need for annual reviews and updates

White Horse Advisors is one of Atlanta's largest financial advisory groups

Contact White Horse Advisors

Contact White Horse Advisors to learn more about this survey or to find out what steps you can take to better prepare yourself with successful succession planning:

White Horse Advisors, LLC
6151 Powers Ferry Rd.
Suite 400
Atlanta, GA 30339
Phone: 678.322.3000
Toll Free: 866.948.4677
Fax: 678.322.3059
info@whitehorseadvisors.com
http://whitehorseadvisors.com

Visit our website to learn more about our succession planning and financial advisory services at http://whitehorseadvisors.com .

Media Contact:

Erica Stephens
Weaver Stephens Group
erica@weaverstephens.com
Direct: 770.429.1958