Takes just 5 minutes
Benchmark your opinions against other business owners.
Invest less than 5 minutes.
Get access to the report and future updates.
See the practices of other business owners just like you.
it's about building value.
This quick survey explores how business owners like you think about:
When and how to assess business valuation
What drives long-term enterprise value
How valuation connects to leadership, legacy, and future options
Understand how other business owners approach valuation and long-term planning.
Compare your mindset to current trends and best practices.
Get a copy of A Business Owner's Guide to Maximize Business Valuation.
Receive an invitation to a free strategy session to explore how to increase your business’s valuation.
This survey is intended for business owners, founders, and CEOs of privately held companies who are actively involved in the strategic direction and long-term growth of their businesses.
Whether you're planning for succession, considering a future exit, or simply want to better understand how to grow the value of your business, your perspective will help shape this important national benchmark.
The data is clear:
According to the Exit Planning Institute, 83% of businesses that try to sell are unsuccessful—often because they’re not ready.
Even more concerning, less than 40% of private businesses have had a valuation in the past three years, and when they do, it’s typically reactive—driven by one of the 5 D’s: death, disability, divorce, distress, or disagreement.
Why isn’t valuation a regular practice?
What are the beliefs, barriers, and behaviors behind this gap?
Will you take 5 minutes and help us figure this out together?
No. We don’t ask for information about your financials or sensitive data. We are looking for insight on your opinions and practices around business valuation.
Just 5 minutes. All questions are multiple choice or rating scale.
You'll receive a copy of the 2025 Valuation Practices Report when it is completed along with periodic updates as we gather data.
You'll also get a free copy of the book A Business Owner's Guide to Maximize Business Valuation.
If you want you can take advantage of an invitation to a free consultation to discuss your business valuation.