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Wealth Control Advisors, LLC
60 William Street, Suite 200
Wellesley, MA 02481
781-235-8891 MA telephone
781-235-8890 private fax
866-235-8991 outside Mass.
10781 Waterford Place
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Business Valuation Audit
Many privately held business owners have had significant growth in the profitability and value of their firms, yet have not undertaken a professional business valuation due to their busy life and daily schedule. This jeopardizes both the company and the owner’s family finances should the owner be disabled or die.
If there are multiple business owners, a forced sale of a disabled or deceased owner’s financial interest for far less than its real value would often leave that owner or their heirs insufficient capital to meet their personal and family financial needs. Wealth Control Advisors, LLC helps business owners keep their valuation current by collaborating with valuation experts, thereby protecting these business assets.
An audit of your firm’s value is a critical part of succession planning so we often perform a Business Continuation Issues – including Buy/Sell audit in conjunction with the business valuation.
Case Study 2: Legacy Planning and Privately Held Business is an example of how things can go wrong.
More information is available about our Auditing Services, or you can read about our comprehensive Tailored Services. Alternatively, to read more, click here.
To learn more about our auditing services, call us at 781-235-8891 or email us.
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