The BizEquity business valuation report is a tremendous value to the business owner which sets the stage for their additional planning needs. Data metrics like revenues, taxes, growth rates, etc. help provide a higher level of insight into the business than ordinary fact-finders. Additionally, the business owner is more quickly engaged in the planning process by seeing and reflecting upon the results in the valuation report. The specific needs for estate planning, retirement, succession planning and key employee benefits will now be better defined.
(Doug adds content here…still not as clear on the distinction on Discovery vs. Engage and Design)