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.

Strategies to help preserve, protect and promote the value of your business.
Prepare for the transfer of ownership of your business.
Have questions?

Explore help for employers, or call us at 800-986-3343.

Help to plan the future of your business

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Understanding Your Business Lifecycle

Like people, businesses move through natural lifecycles, and your financial planning should reflect the stage your business is in.

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Protecting Your Business

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Prepare for a Successful Business Transition

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.