Business Succession Planning

Increase your AUM and sell more life insurance by tapping into the baby boomer business owner market.

Scott Bushkie, CBI, M&AMI is a thought-leader in the world of business succession planning, and has developed a proven process to help business owners through, quite possibly, the biggest sale or purchase of their lifetime. A key part of this offer is an Estimate of Value (EOV), which is appropriate for:

  • Business owners considering a sale
  • Estate planning/Buy Sell Agreements
  • Internal transition to next generation/current management
  • Buying a business
  • Benchmarking
  • Strategic planning

The EOV is a professional opinion based on Cornerstone’s many resources which take into account:

  • Trends within your industry
  • Historic cash flow and future earning potential
  • Trends in the M&A marketplace
  • Value drivers in your industry (e.g. management team, customer concentration, margins, EBITDA, sales growth, processes)
  • Current economy
  • Lending environment and interest rates
  • Synergistic acquisition opportunities
  • Market data from other privately held companies that have sold in your industry


Request access from Cornerstone: 

Request info

Resources you can request include:

  • An Estimate of Value form ($100 off your EOV through Real Wealth® – use for clients and yourself!)
  • Is it time for a conversation? – Self-diagnostic survey for business owners!
  • Bi-weekly 30 Second M&A update email subscription
  • Critical Questions to Ask Every Business Owner – Advisor resource

Blog Post: What Every Financial Advisor Must Know about Business Succession Planning

What Every Financial Advisor Must Know about Business Succession Planning