Beyond the Business: 2022 Business Owner Benchmark

Business owners are a special breed of worker, with more than half never planning to retire. From navigating an ever-changing business land to pursuing interests beyond their company as part of their business succession planning, business owners are busier than ever. With an inside view on how business owners and entrepreneurs build and deploy their wealth and what drives them when facing the future, this report explores four themes and provides insights for addressing the common challenges they face: (1) The “New” Retirement; (2) Inheritance: Who Gets What, and Why?; (3) The Emotional Coaster of Selling Your Business; and (4) Finding Purpose Post-Sale.