Most business owners understand the importance of planning for the eventual transfer of their business. But did you know that a transition during your lifetime is much more likely than upon death? That's why it's crucial to understand your business's value and how it impacts your retirement and financial future.
 
In this presentation, you will:
 

• Discover the key factors that influence business value.
• Uncover external factors that can impact your business's worth.
• Learn how to proactively increase the value of your business.
• Explore common approaches to business valuation.
• Ensure a Smooth Transition with a Strong Buy-Sell Agreement
• Gain Confidence in Your Business Transition Plan

 
About the presenter: Curtis Smith is a licensed Senior Financial Representative with Principal. He holds a master’s degree in public policy, FINRA Series 6 & 63 securities registrations, as well as Life Insurance, Accident, Health, & Variable Annuity Licenses. Curtis specializes in various areas of financial planning including investment strategies, insurance solutions, tax saving strategies, retirement planning, and more.

For more information, contact Paola at paolag@berwyn.net or (708) 749-6582.