The Long View

Exploring how ownership transitions shape people, communities, and what comes next.

The Great Ownership Transfer: What $5 Trillion in Exiting Businesses Means for Mission-Driven Buyers and Sellers
Annie Clymer Annie Clymer

The Great Ownership Transfer: What $5 Trillion in Exiting Businesses Means for Mission-Driven Buyers and Sellers

Over the next decade, more than six million small businesses will change hands as baby boomer owners retire, putting up to $5 trillion in enterprise value in motion. Nearly 92% of businesses that exit the market close entirely rather than sell. At Up & Over Advisors, we help mission-driven buyers and sellers navigate this moment with intention, so businesses stay alive, communities stay whole, and ownership becomes more accessible to more people.

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The Case for Community Ownership: What Happens When Main Street Businesses Change Hands
Annie Clymer Annie Clymer

The Case for Community Ownership: What Happens When Main Street Businesses Change Hands

Baby Boomers own millions of small businesses across America. Over the next decade, an enormous wave of these businesses will change ownership as their founders retire. Who buys them will determine whether wealth stays local or leaves, whether jobs are protected or eliminated, and whether communities thrive or hollow out. The question isn't whether Main Street businesses will change hands, but who will own them next, and what that will mean for the communities they serve.

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