At SFG Brokerage, we are committed to helping advisors implement strategies that increase the value of their client’s business. The problem is, most business owners aren’t sure what their business is worth because they have never been valued.*
If you hope to give your clients proper business planning, knowing the worth of the company is the most crucial first step. Having a precise business valuation can help eliminate conflict between a buyer and a seller, it can more easily identify a proper retirement income strategy, and even prevent issues when it comes time to pay estate taxes.
Once your client has received a qualifying valuation, our team of experts can assist your clients through custom strategies, succession plans, and additional market insight for the benefit of the company.
*SFG Brokerage does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.