Business Succession Planning

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

You only get one chance to sell your business.

What Every Financial Advisor Must Know about Business Succession Planning:

Business owners stink at planning for retirement! They invest everything into their business (un-diversified portfolio) and 78% of them count on the sale of their business to fund their retirement (un-guaranteed income stream). Source: Cornerstone Business Services. Often times, they work until they’re burnt out, then their business suffers, along with their retirement plan.

Learn how to connect with business owners – even if they’re not looking to sell anytime soon – to help them not only maximize the value of their business, but design a better retirement plan than hope. You’ll increase your AUM, increase your life insurance sales, all while doing the right thing for your clients (that no one else is talking to them about!)

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, 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

Fill out the Cornerstone “Request Info” Form for a copy of an EOV Form.

An EOV is normally $2,000. Save $100 through Real Wealth® – use for your clients, or even your own business!

Request Info

The EOV value 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
Learn more about the opportunity:

Listen to Scott’s 3-part podcast series: How to enhance the value of your business.

Listen to Part 1:

Listen to Part 2:

Listen to Part 3 (coming soon):

More resources:

Fill out the Cornerstone Request Form for access to more resources: 

Request info

Resources you can request include:

  • An Estimate of Value form ($100 off your EOV through Real Wealth®)
  • 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

More resources for business owners:

  • Health Reimbursement Arrangements – can save business owners $5,984/year in taxes.
  • Taxbot –  the tax-tracking app for business owners. Track mileage & expenses without the receipts, and never miss another deduction!
  • Check out the full Advisor Toolbox for more cool stuff!

Want inspiring, educational information sent out to your clients that will motivate them to meet with you? Want it done automatically? We can help.

Learn more about Real Wealth®