Discover the Value of Your Greatest Asset

Knowing the true value of your business is critical to proper business planning and achieving personal goals. 

Through our valuation process, we can help answer the questions that can lead you to make informed decisions for your future.

Real Time, Accurate Valuation Tool

Our tool helps business owners estimate the true value of their business in a few easy steps - for free.
The purpose of this report is to provide a range of values that can be used to begin a discussion of how the liquidation or sale of the business could impact the financial well-being of each family. It is not intended, and cannot be used to provide a determinative value for Federal or State tax purposes.

We are here to help established business owners protect their family, business, and ownership interests through integrated solutions that help reduce risk and build wealth.

Many small business owners struggle with planning for the future because there are so many unknowns. They don’t know how much their business is worth, when they should sell, whether they will find the right buyer, get the right price, or even how much insurance they should carry.  We give business owners facts so they can make sound business and personal financial decisions. Once we know your business’s value our firm can assist you with retirement planning, estate planning, exit planning, business planning, and protection planning

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and you are under no obligation to follow them.

T#1946364 DOFU 11-2017