Business Valuations

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:

•  What\’s Your Business Worth?
•  Lunch And Learn

Here are a couple Fact Finders you can use with your clients:

• Nationwide Fact Finder
• Principal Fact Finder

Sample Valuations:

• Nationwide Sample Valuation
• Principal Sample Valuation

Other Helpful Information:

• BOES Client Profile
• Business Succession Planning Guide
• Business Valuations Methods
• Tax Data
• Retaining Key Employees

If you have any questions, or would like to get started, please contact Zach or Mike.