What's New
What is your business worth?
December 2011—The value of your business influences when, to whom, and for how much you can sell your business. It also potentially impacts your retirement and the ability for the business to continue in your absence, or in the event of a disability.
Questions to consider:
- Do you know what you could sell your business for today?
- When was your business last valued?
- What if you became "partners" with your partner's spouse?
- What impact would your departure have on the value of your business?
- Does your business represent a substantial part of your planned retirement income?
- Are you aware it is possible that your business may be taxed at a higher value than it is sold for at death?
- What are the solutions for owner transition?
- What are the steps to take to plan for a sale?
- What is the timeline which allows an owner to totally step away from the business?
An informal business valuation,
provided free of charge by the Principal Financial Group
®, will allow you to begin the planning necessary to allow YOU to leave your business on YOUR terms! Contact one of our
business advisors today!
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Your ability to work and earn a living may be your most valuable asset
December 2011—Only 40% of adult Americans have separate emergency savings funds.[1]
That's why disability income insurance is one of the most important parts of any financial plan.It can help assure that you and your family will have the income you need to live on — and that your retirement savings can continue to grow.
Your income is the foundation of your financial strategy. It's what makes everything else possible. How solid is your financial foundation?
We'd be honored to review what you have and provide solutions. Contact one of our financial professionals today.
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