September 11, 2023
What is My Business Actually Worth?
Gain a better understanding of business valuation within the context of buy sell arrangements.
Establishing a buy sell arrangement that is funded with life insurance is a significant step for business owners in the process of succession planning, but it cannot stop there. The probability of a business having a successful transition of ownership in the event of an owner’s death is also dependent upon the business being properly valued within the buy sell agreement. Valuation of a business for the purposes of a buy sell arrangement should be done when the arrangement is being established and repeated at regular intervals to ensure that the interest of the owners is properly valued. Evaluation of the life insurance policies being used to fund the arrangement is also imperative as they must remain proportionate to the value of each owners’ interest.
National Life’s Advanced Markets team is here to help our agents gain a better understanding of business valuation within the context of buy sell arrangements. Join us along with a special guest from the field on our upcoming webinar where we will discuss the importance of business valuation and tips on how to guide business owner clients through this process. Be sure to also check out the other resources listed below that are available on the National Life website.
For more on this topic –
Join the Advanced Markets team and special guest Carey Yukic as we discuss the importance of business valuation, the art and science that goes into the calculation, and how to use this information to ensure proper planning for your clients.
What is My Business Actually Worth?
Presented by Carey Yukich and Bryan Pritchard
Thursday, September 27, 2023
12:00 p.m. ET, 11:00 a.m. CT
Browse these resources for additional information, marketing and sales tools on these topics.
Business Valuation is a vital part of buy sell planning. There are many methods and tools available to help set the value of a business.
BizEquity is an independent and dynamic valuation program. This tool uses a seven-step program that will help you arrive at a “scientific” valuation. The program will provide your client with insights into the possible valuation of their business.
Please note, BizEquity is a third-party vendor and not associated with National Life Group. To learn more, visit bizequity.com.
You have direct access to the Advanced Markets Team for case consultation and point-of-sale support.
Learn more about the team on NationalLife.com
Need Help? Contact us at 1-800-906-3310, Option 1
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