What's New

• Smart Spending, Smart Saving
• Has your business outgrown your buy-sell arrangement?
• What is your business worth? Is there a market for selling it? Do you have a succession plan in place?
• Principal Financial Group News Room

Smart Spending, Smart Saving

November 2011—Want a bigger savings account? First take a look at where you spend your money - those choices hold a wealth of information about your priorities.

 Find tips for spending wisely.

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Has your business outgrown your buy-sell arrangement?

July 2011—It is important to periodically review and update the funding provisions and business valuation formula of a buy-sell agreement to ensure it continues to suit your circumstances.

• Are all current owners party to the buy-sell agreement?
• Has the nature or size of your business changed since the agreement was drafted?
• Have the owners reviewed the valuation formula recently?

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 financial professionals today!

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What is your business worth? Is there a market for selling it? Do you have a succession plan in place?

July 2011—A comprehensive plan can address your exit timeline, the proper value of your business and to whom you want to transfer your business. An exit plan can create a solid landing platform for the future of your business and the people who depend on it.

A key component of any exit plan is a carefully drafted buy-sell agreement. The agreement creates a market for the business if you or one of your partners departs, dies or becomes disabled.

Do you have a buy-sell agreement that best fits the needs of you, your top executives and key employees?

Contact one of our financial professionals to learn more.

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