Valuation First: Creating Better Outcomes for Business Owners

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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.