FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
Knowing the value of your business is the critical first step, no matter what your plan is. Use this complimentary valuation tool to get your valuation.
We have created a methodology that takes into consideration the key aspects when planning your business exit strategy.
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98% privately held business owners don't know what their business is worth. (1)78% plan to fund their retirement with the sale of the business (2)75% of business owners regret their exit one year after leaving (3).5% are actually happy with their net proceeds from selling (3).
(1) IBIS World, 2014(2) FPA / CNBC Business Owner Success Planning Survey, 2015(3) Source - The 2013 State of Owner Readiness, The Exit Planning Institute