Planning For Your Future, by Planning Today.
Step #1
Step #2
Instructions
- IMPORTANT: You will need 3 years of financial records to assist in completing the valuation. (Click Here)
- Click here to view the FactFinder Success Form (IMPORTANT NOTE: Please print and keep for your records. Data to be used for the business valuation steps.)
- Start Step #1
- Pay for Valuation by credit card.
- Once payment is confirmed, you will be redirected to our business valuation form
- Business Valuation is sent shortly afterward via email.
Biz Equity contact for IT help:
Thomas Soehngen
1-844-822-5433
Pay-As-You-Go Worker’s Comp Providers
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Business Succession and Estate Planning
Business Succession and Estate Planning are planning processes that evolve over the life of the business, and they seek to lock down the business value as it grows and is eventually sold or transitioned to the next generation of ownership.
Without a solid business plan, the financial impact on your business may be a significant loss of market value at the time of transfer. Business Planning Resource Network offers a team approach to working with business owners who wish to explore unlocking the full financial potential of their business and developing a comprehensive exit strategy.
Key Man Insurance
Key Man Insurance is an often-overlooked financial tool that protects the business against the financial loss of a key employee due to a death or disability. A key man, whether as an owner or employee, is anyone who provides significant value to a company and whose long-term absence would cause a significant financial loss to the firm due to a death or long-term disability. It can be an effective tool in covering the liquidity needed following the loss of the key individual in the corporation.


