Twin Value Gaps: Lining up the Personal Wealth Plan and Company Strategy
For the typical business owner, the business represents 80% of their net worth. However, most owners do not understand the real value of this asset, or it’s ability to transfer ownership. This creates an opportunity to sell business advisory services based on twin value gaps. These services include helping maximize the value of the business, which prevents a gap in the money needed to fund the wealth plan. By analyzing business strength and value early in the process, Exit Planners can make sure their clients have a transferable asset that serves their life goals –and build themselves a thriving consulting practice.
- Understand the “at risk” value inherent in the business
- Learn how to do an initial assessment of company strength and value
- Learn about the direct link between operational strength and enterprise value
- Learn techniques to begin the business consulting conversation
Thank you to our sponsor:
ROBERT C. ANDERSON