CPS Horizon has partnered with a number of carriers that allows us to offer our advisors FREE business valuations.
How is it comprised?
- 3 Years Tax Returns
- Current Balance Sheet
- Current Profit and Loss Sheet
In just 10-15 days you will receive a report that contains 5 accounting methods on what that business is worth.
Here are a couple videos on Business Valuations:
Here are a couple Fact Finders you can use with your clients:
Other Helpful Information:
- BOES Client Profile
- Business Succession Planning Guide
- Business Valuations Methods
- Tax Data
- Retaining Key Employees