You are reading: The Greatest Wealth Transfer in History

Craig West

Founder & Chairman

Baby boomers approaching retirement are transferring an estimated $224 billion a year in inheritances by 2050,  according to the Productivity Commission. This is the largest transfer of wealth in history and is a huge opportunity for advisers working with business owners to maximise business value and achieve a successful exit.

According to our Capitaliz Value Potential Index, the total value of Australian privately owned businesses is $1.437 trillion, and many are not yet sale or succession ready. Many owners are “holding on” well past retirement age, and in some cases, the next generation does not want to take on ownership of the family business.

This should be attracting a lot more attention. In privately owned businesses, if the wealth doesn’t transfer successfully it evaporates.

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