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ENTREPRENEURS


Planning for Your Business Success, by Maximizing the Value of Your Business.

A Few Facts Explain Why:

  • 98% of business owners don’t know what their business is worth.
  • Yet, 90% are planning on business proceeds to fund retirement.
  • 7.7 million U.S. Businesses will change hands in the next decade, representing more than $10 trillion in business value.
  • 50% of businesses are underinsured.

We are committed to help you maximize the potential of your business by identifying opportunities with our business valuation plan. We will help your business and the people whose incomes and lives depend on it, to grow through our business valuation and planning process. One key consideration in planning for the success of your business, is understanding its value and when it’s the right time to know how to grow, restructure, or when to sell.

Most owners undervalue their business significantly.
A complimentary business valuation can ensure you're not one of them.

The majority of business owners have no idea how much their business is worth. Yet most will be relying on the value of it to fund their retirement. How can you put a successful retirement or succession plan in place without first knowing the value of your business?  (Answer: you can’t!)

Our online business valuation tool, powered by BizEquity, will give you a real-time complimentary valuation of your business in just minutes.  This simple process generates a robust report that includes:

  • 4 Business Valuation Scenarios, including asset, equity, enterprise, and liquidation value.
  • Financial Snapshot and 3-year Summary, with a quick overview of business income, assets, and liabilities.
  • Comparative Financial Analysis and Charts, including key performance metrics such as Sales and Cash Flow growth.
  • Ratio Analysis, comparing your business’s performance against your peers and identifying strengths and weaknesses.

In order to complete the valuation quickly and accurately, you’ll need to have financial data, including revenues, expenses, and profits from tax returns and financial statements on hand. Also recommended are items such as your last 3 years of federal tax returns, sales figures, and your current insurance policies.

Once the report is generated, we’ll deliver this priceless information at no cost to you, and answer any questions you may have.

         Are you ready to learn what your business is really worth? 

BUSINESS ADVISORY

  • Worry-Free Exit Strategies for the Business Owner

  • Efficient and Accurate Pension Plan Administration

  • Business Continuation Strategies
  • Key Man Retention Strategies
                                                                                                          
  • Mergers and Acquisitions Consulting                                                                                                           
  • Tax-Advantaged Retirement Income Strategies

EMPLOYEE BENEFITS

  • 401(k), SIMPLE IRA, Profit Sharing and SEP Plans

  • Group Life Insurance, Dental and Disability Plans
  • Supplement Executive Retirement Income Plans

  • Key Employee Reward Programs

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