For many small business owners, a business valuation may seem to be unimportant if you are not selling your business. However, it can play a pivotal role in planning for your financial future. Your business represents current cash flow, family legacy and is a primary asset in your portfolio. One initial step to better planning for your business is to get a true sense of its value and how it impacts your overall business, personal and retirement financial planning.

This session is designed to help get you familiar with the valuation process which can lead to determining specific tax liabilities, risk or loss exposure, opportunities to enhance employee benefits, and other legal considerations you may have overlooked, such as a buy/sell agreement. We encourage you to come prepared to participate in some open dialogue to get you thinking more about planning for your business and how you may someday retire from it. We aim to help you be proactive, gain knowledge and have a plan!

Guest Speaker:  Don Cooper, VP at Principal Financial Group