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