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Insights · Published monthly

Research for owners of established businesses.

Practical research on succession, operations and the technology changing how established businesses run. One article a month, written for owners.

One email a month. No sales pitches.
Latest

This month's research.

Would like to exit within 10 years75%
Have a formal exit plan13%
November 2026 · Succession · 4 min read
Most owners want to transition. Few are ready.
Three in four owners would like to exit within a decade, but only about one in eight has a formal plan. What that gap means, and four steps to take this year.
Read the article →
Coming in December · Operations
Where manual work quietly costs established businesses margin
The follow-ups, schedules and paperwork that never show up as a line on the P&L, and what modernizing them is worth.
Get notified →
AI & robotics in the real world

Short takes from our ongoing research.

Our weekly trend notes on how practical AI and robotics are changing day-to-day operations, first shared on LinkedIn.

Robotics · Week of Nov 9, 2026

The robots doing paid work today are built for one job.

62%
of the single-task robot companies we track are live with customers. For general-purpose and humanoid robot makers, it's 25%.
Applied AI · Week of Nov 2, 2026

In services AI, the ownership gaps are being claimed first.

60%
of the open roll-up gaps in our applied-AI map now have someone buying businesses to fill them. For software and data gaps, it's 24%.
Applied AI · Week of Oct 26, 2026

In services, AI scales only as fast as someone can sign off on it.

70%
of the service industries in our applied-AI research have an investable gap in tools that check, audit or approve AI-made work.