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What is your Business Worth? How to Maximize Business Value?

What is your Business Worth? How to Maximize Business Value?What is your Business Worth? How to Maximize Business Value?What is your Business Worth? How to Maximize Business Value?

Get a Quick FREE Estimate

Book Online

Step 1: What is your Business Worth?

Let's find out!

Get a Quick FREE Estimate


Formal Business Evaluation

Ready to Exit?

Benefits of knowing your business Value

To better Understand Your Business Potential

Target Areas for Improvement

Minimize Your Value Gap

Enhance Due Diligence and be Better Prepared for Eventual Sale of Business

To Properly Plan for Retirement

To Prepare for Taxable Events such as Gifting or Grants

Step 2: What is Your Business Value Gap?



What are the Value Gap Drivers? 

Free Business Scan (10 mins) 




Step 3: Exit Planning

Want to improve the Value of your Business?Are you ready for a Successful Exit?

Free Consultation: Prepare Your Exit


Essentials on Exit Planning

Free Ebook:  Exit Checklist 

Free Ebook:  Freedom Point

Steps in Exit Planning

Assess and Plan

Grow and De-Risk

Grow and De-Risk

Business & Personal Assessment

  • Business Evaluation
  • Personal Readiness
  • Profit Gap/Value Gap/Wealth Gap

Grow and De-Risk

Grow and De-Risk

Grow and De-Risk

Business Value Growth Maximization

  • De-Risk and Grow
  • 18 Drivers of Success
  • Audit Trails

Ready to Exit

Grow and De-Risk

Ready to Exit

Ready to Sell (Hold or Grow?)

  • Tax Minimization Strategies
  • Timing of Exit
  • Banks/Private Equity/Biz Brokers
  • Insurance & Wealth Advisors

Advantages of Exit Planning

1.  De-risking

2.  Higher Valuation

3.  Flexibility in timing your exit

4.  Tax Minimization

I'm Ready to Sell!

Book an Appointment

"If you can measure it, you can improve it" - Peter Drucker

Comprehensive understanding of your Value Opportunities

Action Plan and Resources to improve key areas such as Finance, HR

A plan to de-risk your business to smooth transition, maximize value, and minimize transition taxes

Achieve better work-life balance, higher income and greater Overall Fulfillment

Subscribe

Sign up to hear more about special webinars, meetings, and activities in getting ready to sell.

About Us

BizValuAdvisor is a subsidiary of Pension Maxima Investment Advisory

Our Analytical Approach

We have a long history of servicing business owners.  Besides helping business owners in getting ready to retire, we also specialize in Business Evaluations, Exit Planning and Business Mergers and Acquisitions.

We have launched a special Financial Wellness Program for business owners and individuals on how to manage their personal finance. 

Awards:

Marquis Who's Who 

Most Supportive Retirement Structure Platform - New York

Awards

Marquis Who's Who

Retirement Planning Awards 2022

Retirement Planning Awards 2022

Top Business Owners and Entrepreneurs

Retirement Planning Awards 2022

Retirement Planning Awards 2022

Retirement Planning Awards 2022

Most Supportive Retirement Structure Platform - New York

Reviews

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