22 Boston Wharf Rd 7th Floor

Boston, MA 02210

3013 Willow Lane

Thousand Oaks, CA 91361

(800) 984-3302

Prepare for Successful Business Transition

Business Valuation

Step I – What will it take to support my lifestyle and the plans I have after the sale or transition of my business? If your objective is to retire after selling your business, you want to make sure that you have identified as many of the costs and contingencies that you will incur in retirement so that you can determine how much money you will need to fund retirement and any legacy objectives.

Step II – The next step is to obtain a valuation for your business. For most entrepreneurs, the business is the largest asset in their wealth portfolio and the proceeds from its sale will fund a large share of retirement and their legacy. The business valuation in combination with other liquid assets will provide a good estimate for the funds available to fund retirement or future goals and objectives.