Broker Check

Business Check Up

Why a Business Valuation & Financial Check Up?

If you are like 98% of business owners in the United States, you probably haven’t had an appropriate valuation done on your business. That’s most likely because the traditional valuation process is expensive, time consuming, and intrusive. 

As a business owner you deserve to know the value of your most prized asset.  BPG Wealth Management offers a Business Valuation & Financial Check Up to help you understand your business value and to offer financial advice around that valuation. 

We would love to schedule a complementary consultation with you to not only discuss and learn more about your business, but also see if now is the right time to receive a second opinion. 

This process will help you:

  • Get a deeper understanding of your largest asset
  • Ensure you have the right amounts of insurance
  • Know the facts for a more accurate retirement and/or estate plan
  • Understand the ways you can increase the value of your business

What’s included:

  • Informal Business Valuation Report
  • Buy/Sell Agreement & Succession Plan Review
  • Insurance Needs Assessment & Third Party Review
  • Executive & Employee Benefit Review
  • Retirement Plan Benchmark & Fiduciary Review

Schedule a Business Check up introductory call

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