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Value Gap & Business Valuation Estimate

Business Owners: Value Gap

Client Centered

Whether or not you are a business owner or an executive for a company, if you are looking to sell or leave your business and retire, you need to know the answers to questions such as:

  • How much will/can I get for my business?
  • Can I afford to retire and maintain my current/desired lifestyle?
  • Am I confident that I won’t run out of money in retirement?
  • How can I stress-test my financial plan for all the “what-ifs” in life?
  • Do I know and understand which investment vehicles will generate the highest amount of tax efficient income in retirement?
  • How does a stock market downturn affect my ability to retire or stay retired? 
  • Will I be able to afford high-quality healthcare in retirement? 
  • Would my assets be drained if I have a long-term-care event, and how would that effect my spouse and other family members?

Do you know the answers? We can help provide you clarity by quantifying this information for you.

Request A Complimentary Business Valuation Estimate*

Thank you!

*Offered through a 3rd party

Business Owner Planning