What Your Business Is Actually Worth

Business owners need different guidance depending on whether they are building, growing, preparing for succession, or approaching a sale. This advisor-focused session will explore how a lifecycle approach to valuation can help you recognize where a client’s business stands and identify the planning conversations that should come next. You’ll leave with research-backed insights and practical strategies you can apply with business-owner clients.

What You’ll Learn 

Match planning strategies to each lifecycle stage

Strengthen business valuation conversations

Create value through executive benefits

Prepare clients for successful succession

Apply insights from real client scenarios

Presented By

David Beas, Life Marketing Consultant, Cavalier Associates

Paul Sargent, CLU, ChFC, CLF, Advanced Planning Specialist, Principal Financial Group

Register today! Paul and David will also share research-backed insights and real client scenarios you can put to use in your own business-owner conversations.