HARTFORDBUSINESS.COM | NOVEMBER 16, 2026 B5
NOT
CURRENTLY
A PRIORITY
25.25%
MARKET
UNCERTAINTY
13.13%
FINDING THE
RIGHT
SUCCESSOR
35.35%
COMPLEXITY
13.13%
COST
6.06%
TIME
7.07%
40%
30%
20%
10%
0%
NONE
CURRENTLY
27.88%
MULTIPLE
ADVISORS
WORKING
TOGETHER
42.31%
ATTORNEY
12.50%
CPA
7.69%
WEALTH
ADVISOR
9.62%
50%
40%
30%
20%
10%
0%
Which advisors are currently involved in
your planning?
Which factor is most likely to delay
succession planning?
OTHER
6.73%
BUSINESS
CONTINUITY
21.15%
LEADERSHIP
SUCCESSION
24.04%
BUSINESS
VALUATION
10.58%
FAMILY
DYNAMICS
7.69%
TAXES
29.81%
30%
20%
10%
0%
What is your biggest concern regarding
wealth or business succession?
UNDECIDED
19.23%
PRIVATE
EQUITY
3.85%
OUTSIDE
SALE
19.23%
EMPLOYEE
OWNERSHIP
(ESOP)
6.73%
EXISTING
MANAGEMENT
TEAM
23.08%
FAMILY
MEMBER
27.88%
30%
20%
10%
0%
What is your preferred
succession strategy?
2 0 2 6 W E A LT H T R A N S F E R S U R V E Y | H B J
