State of Owner Readiness (SOOR) reports
Exit Planning Institute (EPI). (2023)
Latest opened: 2025 State of Owner Readiness Generational National Report (66 pages), Also opened: 2023 National State of Owner Readiness Report (41 pages), from a third-party hosted copy at because EPI gates the download at Series page:
Publisher: Exit Planning Institute, a credentialing body for exit planning advisors (the CEPA designation), so the reports support its own training product. Frequency: irregular. First edition per the 2025 report: "In 2013, in partnership with the Northeast Ohio Chapter of EPI, Grant Thorton, PNC Bank, and the Ohio Employee Ownership Center at Kent State University, we conducted a first-of-its-kind survey ... the 2013 National State of Owner Readiness (SOOR) Survey." National editions confirmed: 2013 (not opened), 2023, and a 2025 generational re-analysis of the 2023 respondents; the series page also names regional editions (for example a 2021 New York and a 2025 Tennessee report). Sample as stated in the 2023 report: "Over 1,162 business owners from across the United States of America were surveyed". How owners were recruited, the response rate and any weighting were not found in the text searched; the report itself says "The response group diverges from United States Census" figures. Data availability: none described; the 2025 report carries the notice "This report may not be printed or reproduced without the express consent of the Exit Planning Institute". These reports are the source of the "$14 trillion" update to the "$10 trillion" figure (section 4, claim b).