Valuation Tool

Knowing your business’s value is one of the most important things that business owners overlook.

Planning for the future for your business or your life in general, is difficult when you don’t know how much your most valuable asset is worth.

As a small business owner, it is important to recognize the vital role your business plays in achieving both your personal and professional goals. Racen Wealth Management can help remove some of the mystery about your future by arming you with the data you need to make educated business and personal financial decisions. We specialize in working with small business owners and can help you gain a deeper appreciation for your business’ true value.

This confidential business valuation tool will provide you with an accurate business valuation you can rely upon as you plan for the future.

All you need to do is complete the Valuation Fact Finder with some simple inputs, found mostly on the business’ tax return. There is no charge and no obligation, however, we hope you find value in this service and would be open to discussing how we can use the valuation report to help you achieve your goals and protect, promote, and preserve your wealth.

Racen Wealth Management

Peter Racen, CFP®, CLU®, ChFC®, CASL®, AEP®

Racen Wealth Management


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