Survey: What's the

State of Owner
(Exit) Readiness in DC?

In partnership with the Exit Planning Institute, we’re conducting a micro-market survey to help understand where owner’s are in their journey, and what specific issues impact our unique market.

Take the Survey

About the Survey

While the Exit Planning Institute has conducted a similar survey throughout a series of “micro-markets” across the U.S., we are all well aware of the uniqueness of the greater DC market.  Our goal is to start to quantify some of that nuance.

Why This Matters

There are roughly six million operating privately held companies in the US. They represent approximately $30 trillion in sales. According to US census data, 63% of these are owned by Baby Boomers who now range from 53-71 years old with the average age being 62. Although Baby Boomers are holding on to their businesses for a longer period of time, all Boomers will reach the age of 70 or older within 17 years. That represents nearly 4 million Baby Boomer businesses poised to transition. Assuming a business valuation of 50% of sales, reasonable by most standards, that further represents $10 trillion of wealth poised to transition.

Unlocking this wealth in the business is or should be of paramount importance. Why? Study after study indicates that, for most entrepreneurs, 80%+ of their net worth is made up by the business itself. Given the significance of this asset in the owner’s wealth portfolio, the ability to monetize this wealth at some point will have a significant impact on the owner’s financial security and lifestyle once they exit the business.

What’s Next?

Once complete, we’ll collate the data into a Whitepaper that we’ll share with the community.  Our goal is two fold:

  • Help business owners see where they stand in the spectrum of preparedness regarding an ownership transition
  • Assist advisors in guiding and prioritizing conversations with clients through actionable data


Our goal is to close the survey by the beginning of December, and distribute results in early 4Q18.

Take the Survey

Get a Sample

To get a better idea about this project and the expected outcome, grab a copy of the latest version completed in the Nashville market.  Not DC – and that’s the point! – but gives a good idea as to our goal.

Chapter Sponsors

What's Next:

How can Quantive Help?

We’d love to understand your unique situation and discuss how we might be able to help. Get in touch for a confidential discussion regarding your valuation or M&A requirements.

Our Recent Writing on Exit Planning

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Business Valuation Purposes


Quantive performs business valuations in support of buy-sell agreements, to include buy-ins and -outs, as well as shareholder disputes.


We perform business valuations in support of divorce proceedings, working either jointly retained or on behalf of one spouse.


Smart entrepreneurs routinely retain Quantive to understand price early and gain a roadmap for impending price negotiations.


We provide litigation support for shareholder disputes, lost profits, shareholder oppression, commercial litigation, and various other reasons.


We perform valuations in support of various gifting strategies, as well as in support of probate requirements.


Quantive is qualified to perform valuations in support of SBA financing. Our reports are compliant with all SBA SOP’s.


Quantive values companies for a variety of reasons related to insurance to include establishing values for funding buy-sell agreements.


We perform valuations for business planning, gap analysis, lost profits and damages, and a variety of other reasons.