Sell Your Business
You’ve spent a lifetime building a successful book of business. When you begin to think about retirement, it’s important to have an advocate on your side to value your book and identify potential buyers. Let us help you make this important decision, and enable to you retire comfortably knowing your clients are in good hands.
We can help in the following ways
Business Valuation
We will analyze your book of business and help you understand its value. Valuations are determined by a variety of factors, including the percentage of recurring revenue, account longevity, number of accounts serviced, and more.
Looking for a valuation but not quite ready to retire? We can provide advice on your business model to identify steps you can take now to achieve a higher valuation in the future.
Succession Matching
Enterprise Financial Network has advisors across the country. We can connect you with a like-minded professional in your area and start the succession conversation.
When it comes time to make the sale, we can help with every aspect, including client communications, to ensure a seamless transition.