Use Business Succession Concepts to answer key questions for your clients.
"How can I get a fair estimate of my business' value prior to a formal appraisal?"
- Business Valuation is now integrated into all of the Business Succession Concepts
- Performs calculations for the five valuation methods accepted by the IRS
- Present results in an interactive screen graph, and/or a complete printed presentation.
"What happens when one of my partners or I die, retire, or become disabled?"
- Simple, clear illustrations of continuation and funding options
- Illustrate value of life insurance to fund their chosen solutions
"How do I determine the value of key employees and protect the business from their loss?"
- Evaluate and rate key person's value in different areas on company
- Include family's expectations and how ownership would be transitioned
- Illustrate how life insurance provides solution to key person planning