Business Planning & Protection
Know what your business is worth.
Just like personal financial planning, business planning has a life cycle, and the phase yours is in can help determine your planning priorities. Knowing the current value of your business is a great first step.
An informal business valuation from Principal® creates a foundation for smart planning decisions, using five commonly used valuation methods.
Talk to your advisor to help you get started.
Plan for the future you and your business deserve.
By providing an informal business valuation, Principal can help you take the next steps to protect your business—and your financial wellbeing—in the event of unexpected changes, hardships, and future transitions.
Although the informal business valuation from Principal can provide a valuable starting point in helping you determine the value of your business, the valuation will not be a substitute for a formal valuation nor does it establish a value for tax purposes. A formal valuation should be constructed with the guidance of your legal and/or tax advisors.