This presentation empowers business owners to understand why knowing the true value of their business is essential for long-term success -particularly as a foundation to an effective business and future income plan. Attendees will learn how accurate business valuation forms the foundation for effective succession, retirement, and estate planning, and discover the pitfalls of relying on emotional or self-assessed figures. The presentation covers proven valuation methods, the importance of intangible assets, and strategies to maximize business value. By attending, business owners will gain actionable insights to overcome common planning barriers, protect their legacy, and make informed decisions that secure their financial future and the future of their business.

Takeaways:

• Safeguard First: Build your financial shield with practical tools to strengthen reserves and reduce risk.
• Preserve Wisely: Stay steady under pressure by rebalancing and protecting what you’ve worked hard to build.
• Position for Growth: Turn challenge into opportunity by learning how to invest smartly, expand skills, and embrace entrepreneurship.
• Stay Resilient & Ready: Create flexibility with diverse income streams and a mindset prepared to seize the moment.