Business Owners

  You will receive, at no cost, an informal business valuation prepared by our Advanced Solutions team of professionals including CPAs and consultants using five commonly used methodologies. The report also provides suggested solutions, based on the unique needs of your business.  

  This report includes highlights of your buy-sell agreement and any recommendations our Advanced Solutions team of CPAs and attorneys may have, based on your business needs. The review also includes a summary of your buy-sell agreement funding and options to help meet any identified funding deficiencies.