What’s In It for Me? Understanding Business Valuation

A huge wave of business owners are getting ready to sell their businesses and retire. Financial planners can provide value to clients who are seeking business valuations. Knowledgeable advisors can dispel confusion around terminology and process, and can reassure business owners struggling with predictable emotional responses. They can increase client loyalty and preserve client relationships from before the sale through the execution of their financial plans. For advisors who own their businesses, understanding business valuation may also help them make smarter decisions when positioning their practices for sale.