2026 Business Owners Report

From evolution to exit

A business owner’s roadmap to exit, succession and legacy

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Access Full Report

Stepping back from a business — whether partially or in full — is both deeply personal and strategically significant. Our comprehensive report explores the full range of options, helping owners approach their next phase with confidence.

Key themes

Wherever you are in your business journey, it's always best to think about transitions early. Discover what matters most, from first considerations to life after sale.

Keeping it in the family

Selling the business

Potential tax considerations

Life after exit

Explore the decisions and priorities that shape a successful business transition.

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27

Completed U.K. exits (2020–2025)¹

47

Median principal-owner age (U.K. owner-managed firms)²

75.2%

of U.K. businesses are majority family-owned (GUO ≥50%)³

Report Spotlight

Put down roots to protect your family business legacy

70% of families lose their wealth by the second generation, and 90% will lose it by the third

Poor communication, thin preparation and weak financial planning can erode what took generations to build. Early, deliberate planning is what changes the outcome.

Unlock to discover more

Source: PitchBook Data, Inc. (June 2026 snapshot). J.P. Morgan International Private Bank Analysis. Generated: 2026.
Among companies with available ownership data. Source: Bureau van Dijk/Moody’s Analytics, Orbis (June 2026).

J.P. Morgan International Private Bank Analysis. Generated: 2026.
Among companies with available ownership data. Source: Bureau van Dijk/Moody’s Analytics, Orbis (June 2026).

J.P. Morgan International Private Bank Analysis. Generated: 2026.

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