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The $10 Trillion Boomer Business Succession Wave (2025–2035)

By LegacyAI Research7 min read

America is entering the largest generational transfer of small-business ownership in history.

Over the next decade, more than 10 million baby boomer business owners will retire, representing over $10 trillion in enterprise value ready for transition.

This creates one of the most overlooked investment opportunities of the 21st century.

The Numbers Are Staggering

  • 10M+ boomer-owned businesses (60% of all U.S. SMBs)
  • $10 trillion+ in combined enterprise value
  • 70% have no formal succession plan in place
  • Most will transition within the next 10 years

Why This Matters for Investors

These businesses are profitable, established, and often undervalued. Many operate in recession-resistant industries with loyal customer bases built over decades.

The problem? Most boomer owners have no exit strategy, no interested family successors, and limited awareness of how to transition their business.

This creates a massive supply-demand imbalance — and an unprecedented window for strategic buyers like LegacyAI.

The LegacyAI Advantage

LegacyAI specifically targets profitable, cash-flowing businesses in this succession wave — particularly gas stations and other essential service businesses.

Our approach:

  • Acquire profitable businesses with succession needs
  • Honor the legacy and preserve what works
  • Modernize operations with AI to increase efficiency and margins
  • Build regional roll-ups for economies of scale

This is a once-in-a-generation opportunity — and LegacyAI is positioned to capitalize on it with discipline, respect, and advanced technology.

Want to Invest in This Opportunity?

LegacyAI is actively acquiring businesses in the succession wave. Join us.

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