The Boomer Exit Isn’t About Legacy. It’s About Cash.

The stereotype says Boomers are patriarchal founders clinging to control, determined to pass the family business to their kids. The data tells a different story.

New analysis from Value Builder Analytics, based on more than 80,000 completed Value Builder Score Reports, shows that 68% of Boomer owners in their 70s (B70) and 63% of Boomers in their 60s (B60) plan to sell to a third party, compared to just 49% of Millennials. Less than 20% plan a management transition, and just 10% intend to hand the business to family.

Call it the “exit wave,” the “great handoff,” or just reality: Boomers aren’t preserving a legacy, they’re cashing out. That changes the nature of your conversations with them. Focus on what their company might be worth, what timing looks like, and what a clean exit could mean for their next chapter.

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This Issue’s Contributors: Jason Reilly, Editor; Michael Sarkis, Director of Value Builder Analytics; Deanne Kong Ting, Director of Customer Success; Jen Chou, Senior Graphic Designer