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Business Valuation Services

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Small Business Owner Retirement Services

What’s Your Business Worth?

Many business owners have no idea what their business is worth; some may underestimate whereas others overestimate--sometimes significantly. Obtaining a third-party business valuation allows business owners to set a price that is realistic, yet still, achieves maximum value.

Business Valuation: About

There are many reasons a business owner might want to obtain a business valuation such as:

  • Selling a business

  • Obtaining seed money from investors

  • Annual or quarterly reports to investors

  • Divorce proceedings

  • Estate, gift and trust planning

  • Shareholder disputes

  • Litigation support for bankruptcy, fraud, and business disputes

  • Mergers and acquisitions

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Prepare and protect your business from the death or retirement of the owner.


Many small-business owners have the majority of their wealth wrapped up in their business. They may even plan to use it as the principal source of their retirement funding. However, without careful planning, their business may not survive the death or retirement of an owner.


Cash value life insurance may help fund your business succession plan so that the business can survive the death or retirement of the owner.

Next Steps

Request a business valuation. We can help you maximize and monetize the value of your business when you ultimately exit it.

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Buy-Sell Agreement

Buy-sell agreements are a common exit strategy for business owners looking to transfer their businesses to partners, family members, or executives. While not the only option for funding a buy-sell agreement, cash value life insurance is a popular choice because it can pay a lump sum if the owner (insured) dies and may potentially accumulate cash value to fund the purchase of the business from the owner in the event of a lifetime buyout. There are various types of buy-sell arrangements.

Here's How - Step 1

Working with legal, tax, and financial advisors, the business owner selects one of the buy-sell agreement types and agrees to sell his or her share in the business to a participating individual or group (such as a family member(s), partner(s), or employee(s)) for an agreed upon price when a triggering event occurs (e.g. owner’s death, disability, retirement, etc.).

Step 2

The purchaser of the business buys a life insurance policy on the life of the business owner and pays the premiums.

Step 3

If a triggering event occurs, the purchaser of the business uses either the tax-free death benefit or tax-free distributions from the available cash value to buy the business.

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Business Valuation Experts You Can Count On.

Business valuation is a complex process, incorporating specialized knowledge about accounting, finance, economics, and taxation as well as business principles.

If you have any questions or would like more information about our business valuation services, please give us a call or contact us.

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DOWNLOAD | Don’t Leave Business Succession To Chance Infographic

Don’t Leave Business Succession To Chance

 How cash value life insurance can serve as a powerful tool in many business succession plans.

Business Succession Explainer Flyer _ Pa
Business Valuation: Files
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