For business owners
Do you know what your business is actually worth today?
Knowing the true value of your business is critical to proper planning and achieving your personal goals. Through our valuation process, we help answer the questions that lead you to make informed decisions for your future.
the numbers
Most business owners significantly overestimate what their company would sell for — and by the time they discover the real number, it's too late to do anything about it. A professional business valuation connects your exit strategy, succession plan, and personal financial future into one coherent picture.
80%
owner wealth is tied up in their business
5 Step
proven valuation process start to finish
1 Plan
connecting your business exit to personal goals
01
Better understand your business and its potential
02
Plan for retirement — know the value of your largest asset
03
Ensure the business and your family are properly protected
04
Create a succession plan
05
Pay the right amount when you buy a business
06
Get what it is worth at sale
07
Create buy/sell agreements with business partners
08
Explore funding opportunities
09
Establish a trust or create an estate plan
10
Prepare for taxable events such as gifting or grants
Process
Four Easy Steps
Step 1
Gather information and data
Step 2
Discuss your goals
Step 3
Receive the valuation
Step 4
Act on your goals
Who's this for
The cost of waiting isn't just money.
Every year without a valuation is a year of planning on a number you made up. Owners who sell for far less aren't unlucky — they're unprepared. At Advize Planning Partners, we integrate your business valuation directly into your personal financial plan.
Business owners planning an exit in the next 2–10 years
Owners with a partner who need a buy/sell agreement
Those exploring acquisition or outside investment
Anyone relying on a future business sale for retirement.
Families needing estate or succession planning
