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Tracking Your Business's Value

Your investments of time, energy, heart and soul have built your business. Your business’s value supports your lifestyle, drives your net worth, and, at sale, defines your long-term security.

MCM Wealth’s ValueVision

Why track your business’s value?

1.  Periodic Valuations:

Identify strengths & weaknesses that focus your attention

2. Resulting Improvements:

Guide you toward an optimal price and timing for exiting

3. Legacy Planning:

Understand the blending of  your business valuation and personal wealth to enable pre-sale advanced legacy planning designed to minimize taxes, protect assets, and plan for long-term security

Pricing
Valuations Team

How ValueVision Works

1

 Discovery Meeting

We learn about your business, set up a profile, and upload your financial information

2

The Valuation

Our process uses similar methods, data, calculations, and measures utilzed in formal M&A  valuations

3

Valuation Analysis 

 We meet with you to provide recommendations designed to improve your company’s performance

4

Ongoing Valuations

The initial valuation is the benchmark;  follow-on valuations produce an improvement history

5

Legacy Planning

Presale legacy planning minimizes estate taxes, protects assets, and plans your future.

6

Exit Optimization

A valuation history and the related improvements prepares you for an optimized outcome

Business Owners:

Considering Selling Your Business But Don’t Have a Plan?

Schedule a Meeting with our Founder