Book Valuation

Putting a Value on Your Business


♦  Thinking ahead to retirement, downsizing or leaving the business?
♦  Will your business style affect the price?
♦  Does your firm have any control over the value of your book?
♦  What are the reality factors in market pricing?
♦  How will you be paid and what are the tax implications of a book sale?
♦  Valuing the business in the event of a marriage breakdown?

We offer you…

♦  A complete and full breakdown of your business (open book due diligence)
♦  An evaluation of the marketplace for the quality and style of your book of business
♦  Complete consultation on selling strategy and payment and financing options
♦  How real pricing factors will affect your valuation
♦  How your firm’s involvement might affect your key selling decisions