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
  • Know the facts for a more accurate retirement and estate plan
  • Understand how to increase the value of your business
  • Ensure you have the right amounts of insurance

What’s included:

  • Informal Business Valuation Report
  • Buy/Sell Agreement & Succession Plan Review
  • Executive Benefit Assessment & Analysis
  • Insurance Needs Assessment & Analysis

Knowing the value of a business can change the life of a business owner – especially over time.  Here's 5 reasons why now is a good time to go through the process:

  • Worth- In many cases a business owner's largest asset is their business.  Without knowing the value of their business, it's impossible to know your true net worth.
  • Planning- A business often drives the decisions made around retirement, retirement income, estate, and/or trust planning.  Over-valuing or under-valuing a business could set a business owner up for an unpleasant surprise in the future.
  • Make Better Decisions- A business valuation is needed for any business owner making plans for the future of their business; whether it is building a proper succession plan, determining whether or not to sell or pass a business down to a future generation, or simply determine a growth strategy. 
  • Know Your Potential- the business valuation report draws on industry statistics to help business owners gain a deeper understanding of how their business is performing.  Key Performance Indicators help bring deeper insight and uncover ways for the owner to improve their business. 
  • Protection- Ensuring proper protection starts with understanding the value of a business. If owners don't know the value of their business, it means they may be under-valuing what they need to have in order to protect it.  Proper protection and risk planning can help families and businesses remain financially secure if something unfortunate were to happen.

What’s Your Business Worth?  The entrepreneur and advisor’s guide to discovering, monitoring and optimizing business valuation

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