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What is the value of my Business?
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What are the current market valuation trends and multipliers for Businesses like mine?
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Why is it important that I know what my Business is worth?
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Will my Business provide adequate funds for retirement if I sell my Business?
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Does the potential growth and future value of my Business indicate it may be time to look at an Estate Freeze?
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What is the potential tax cost at death created by the value of my Business and can my Business fund this?
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How is the value of my Business determined in my shareholder agreement?
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What happens with my business interest and my partners in the event of death, disability, etc.?
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What can I change in my Business to maximize value?
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What internal, external, and financial factors does a potential purchaser look for?
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What is the best exit option for me and my Business?
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What is the typical sale process and timeline
Our Week 1 post can be found her if you haven't seen it yet: Spring Training for Business Owners: Week 1
If my Spring Training Program might be useful to you and/or your business, please reach out.
Steven Lowe
Investment & Wealth Advisor
519-376-0501
steven.lowe@rbc.com