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Are your clients prepared to exit their business?

Offer business owners solutions to transfer their business to the right people, at the right time, for the right amount of money. It all begins with helping them determine a value for the business and then deciding on the right strategy to help protect the future of their business and their own long-term financial goals.

Use our quick reference guide (BB9090) (PDF) to compare common buy-sell agreements.

Then use this decision grid (BB10262) (PDF) to help business owners see succession planning strategies they may want to consider.

The following infographic flyers can also help you visually demonstrate:

Get started today! Take advantage of our Informal Business Valuation and Buy-Sell Review (BB10847C) (PDF) to start the conversation with business owners.
 

Insurance issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities offered through Principal Securities, Inc., 800-247-1737, Member SIPC, and/or independent broker/dealers. Principal National, Principal Life and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392.

For financial professional use only. Not for distribution to the public.

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