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Wealth Control Advisors
Rosenheim Financial Services
60 William Street, Suite 200
Wellesley, MA 02481
781-263-4568 MA telephone
781-235-8890 private fax
8451 Egret Lakes Lane
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Business Valuation Audit
Is your Business Valuation current? Wealth Control Advisors located just outside of Boston, Massachusetts and in West Palm Beach, Florida, offers you more with its collaborative service. For more information, contact us online or call us at 781-263-4568 our Wellesley, MA office or at 561-691-1380 our West Palm Beach, FL office.
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forced sale of a disabled or deceased owner's financial interest for far less than its real value (because of an outdated valuation) may leave them or their heirs insufficient capital to meet their personal and family financial needs. Wealth Control Advisors helps business owners keep their valuation current by collaborating with valuation experts, thereby protecting these business assets.
Starting with our Business Valuation Audit we help you understand the numbers in context with your personal financial information so and your family can make sound financial decisions.
Our Case Study 2: Legacy Planning and Privately Held Business is a cautionary example of what can go wrong without a current business valuation.
Learn more about our Tailored Services, or for more information, contact us online or call us at 781-263-4568.
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