Unlock the Power of Personalized Business Planning

How Our Business Value Estimation Services Empower Your Business and Personal Goals

Knowing an estimate of the value of your business is critical to proper business planning and personal financial planning goals. Through our Business Value Estimate process we help answer the questions that lead to more informed decisions for your future and help both your personal and business goals.

Holistic Exit Planning Strategies

We align your exit strategy with your other financial goals to create a roadmap for planning your transition out of your business and into the next chapter of life.

Advanced Gift and Tax Strategies

Tax consequences can have a major impact on your exit plan’s success or failure. Our insights help craft gift and tax strategies that better meet your needs and goals.

Benchmark and Optimize Your Business

Uncover new value, streamline operations, and focus on what truly matters by comparing your business value estimate against a catalog of industry-specific financial benchmarks, including liquidity, solvency, activity, and profitability.

Download Now

Take the First Step:

Schedule Your Personalized Business Value Estimate

Reach out to our office today and schedule your personalized Business Value Estimate and begin the process towards a holistic exit plan.

Business value estimations are not an official appraisal of a business’s value and may not be provided to a third party or used for icnding or third party sales. A Business Value Estimation is intended to be used as part of the business planning or personal financial planning process.
Business Value Estimates are provided by a third party such that LPL makes no representations regarding the accuracy of the illustrations. LPL does not independently verify the accuracy of the information you provide or of the illustrations presented in the report.