98% of business owners don't know what their business is worth. Yet, 90% are planning on funding their retirement with the proceeds.

If you own a business or want to start a business, then you care about knowing what is worth. Even if you don’t now, you will later.

  • Businesses that seek cash from venture investors need to anticipate a valuation to be required. Investors will only fund your business if they believe they’ll make money when the business sells later. How can they know that if they don’t have a credible present day valuation?
  • For estate planning, you need to know the value of the shares of all businesses you own to adequately protect your family’s interests. Your business may be worth more than you think and will therefore need to plan accordingly to efficiently pass your accumulated wealth to your heirs.
  • An accurate and up to date valuation is obviously critical for buying or selling a business. It is also key to establish an adequate business partnership agreement or buy sell agreement that is properly funded. Typically life insurance is used as the Buy-sell agreement insurance to provide liquidity in the event one of the owners passes away.
  • Not to bring up unpleasant angles, but valuations are pivotal for wills and divorce settlements, too.

ACT NOW AND SCHEDULE AN APPOINTMENT TO DISCOVER THE ACCURATE VALUE OF YOUR BUSINESS.