Speakers: Jodee Harris, VP, First Commonwealth Advisors, Senior Financial Advisor, Infinex Investments, Inc.
Harrison Jacobs, Vice President, Highland Capital Brokerage
Kelly Bennett, Regional Vice President, Principal Financial Group
What is your business worth?
The value of your business influences when, to whom, and for how much you can sell your business. In order to help ensure you get that value out of your business at transition, it's important to have a current and properly funded plan in place.
Questions to consider:
When was your business last valued?
Is your buy-sell agreement funded properly based on the current value?
What impact would the departure of you or a key employee have on the value of your business?
Is your exit plan fully funded for unplanned exits such as death or disability? A complimentary Informal Business Valuation and Business Planning Report, provided by Principal, will allow you to begin the planning necessary to allow you to leave your business on your terms!