Library

Forecast Strategic Advisors has developed a number of resources to provide you information about a variety of subjects. Please browse through our Video Library, Exit Planning Review Archive, and White Papers to find information on a range of topics, including business planning, exit planning, estate planning, and wealth preservation.

M & A Survey Results

In 2020, the youngest baby boomers will turn 55, and baby boomer business owners – who own over 75% of the private businesses in the US – will need to transition their companies to new owners. A recent survey of M&A professionals found that most business owners are minimally prepared or not prepared at all to sell or transfer their companies.