The debut of the Confidence & Clarity Survey was in early 2018. The survey was created to see how business people were feeling about the economy and their organizations and what business advisors anticipated from their clients.

Survey respondents consisted mainly of individuals holding leadership positions in organizations with 25 or fewer employees, or 250+ employees, and with annual revenues between $1,000,000 – $10,000,000, and more than $25,000,000. These organizations tended to be in the manufacturing, retail and wholesale services, professional services, health care, and marketing and advertising industries.