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Valuation First: Creating Better Outcomes for Business Owners
August 27 @ 2:00 pm - 3:00 pm
For many business owners, the value of their company goes unexamined until a major transition is already underway. Bringing valuation into the conversation earlier may support more comprehensive planning for your business-owner clients. This session takes a closer look at how the valuation process works and the role it can play across succession, exit planning, and funding strategies.
Join Pacific Life as they discuss:
- Key valuation methodologies and how conclusions of value can inform business planning decisions.
- Succession and exit strategies, buy-sell funding arrangements, and the role life insurance can play in keeping them properly funded.
- How to build a collaborative planning team that puts the business at the center of every client conversation.