Top 10 Reasons for a Business Valuation
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1. Better understand your business and its potential
2. Know the value of your largest asset so you can ..plan for retirement 3. Ensure the business and your family are properly .....protected 4. Create a succession plan |
5. Pay the right amount when you buy a business
6. Get what it is worth at sale 7. Create Buy/Sell agreements with business partners 8. Explore funding opportunities 9. Establish a Trust or create an estate plan 10. Prepare for taxable events such as gifting or grants |
How our process works
Please note that this is a service provided to clients and potential clients of
Kincaid Financial Resources
free of charge.
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Click Below to download
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| Manufacturing Sample Business Report.pdf |
Advisory Services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Kincaid Financial Resources are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.