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Informal Business Valuation & Buy-Sell Review

The recording of this webinar is no longer available. However, all associated materials (including slides) can be found below.


Unlock the secret and tap into this billion dollar market!

What You'll Learn:
  • To identify and open opportunities with business owners - who to approach, what to say, etc.
  • How the Informal Business Valuation and Buy-sell Review can help you identify and quantify business owner needs.
What You Can Provide:
  • An informal valuation of the business.
  • Highlights, issues, and recommendations regarding the existing buy-sell agreement.
  • An analysis of any buy-sell funding needs.

To start the valuation we’ll need the RFP Fact Finder completed along with either three years of Tax Returns or Financials (Balance Sheet & Income Statements). For the Buy Sell review we’ll need a the RFP along with their Buy Sell document.

Below you will find the Fact Finder, Sample Valuation and information on industries who are a good fit for this service. Company criteria as follows: 

  • Good cash flow, profitable
  • Min $500k in Revenue
  • Owners taking at least $150k income each
  • Are interested in help with Business Planning

When you’re read to request a valuation or buy sell review you can submit the data securely to and cc Sherry Flint ( so we can make sure everything was received in good order. 

The valuations take 5-7 business days and the buy sell reviews take approximately 17-20 business days. Once complete we’ll schedule an internal call with you and Principal’s Advanced Planning team to review the valuation and/or buy sell review, discuss next steps and determine resource you’ll need for your client meeting.

Earlier Event: November 4
Foresters Webinar
Later Event: March 22
LMG Big Winter Webinar Series