07/31/2026
Do you know about the Great Wealth-Ownership Transfer?
The Great Wealth Transfer is not only about investment accounts and real estate.
It is also about Main Street businesses as Codie Sanchez call them.
By 2035, an estimated 6 million small and midsize businesses may face an ownership transition as Baby Boomer owners retire. More than 1 million may be viable for transfer—representing up to $5 trillion in enterprise value.
For many owners, the business is their largest asset, retirement plan, and life’s work.
The issue is not simply finding a buyer. It is preparing the business to be transferable: organized financials, documented operations, a capable team, customer continuity, reduced owner dependency, and a clear transition plan.
If you know a business owner who has said any version of:
“I may retire in the next few years.”
“My children do not want to take over.”
“I have built this business, but I do not know what it is worth.”
“I cannot imagine walking away because everything depends on me.”
Please make a confidential introduction.
I work with owners, buyers, and their advisors to evaluate exit readiness, business value, succession options, and the steps required to create a more transferable business. We are also looking to buy those businesses to give them an opportunity to continue to ensure they continue employing staff and making an impact.
