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We wanted to share with you two new pieces that are centered around business valuation. One of the pieces is geared toward the end client and the second is focused on the advisor.
We are looking for businesses of $500K “book value” OR $2M in revenue.
Over the past year (and current) the 3 groups we have seen have the biggest demand for our services:
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Construction firms– This group has seen a sizable increase in demand. Life insurance on the books of their business can be used for multiple purposes (Bonding for jobs, funds for acquisitions, funds to pay retirement needs, buy/sell, etc.)
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Manufacturing – This group has changed to meet pandemic needs. Several groups we have worked with shutdown a line of their production to make PPE related items. Those types of changes in addition to supply chain shortages have changed the way many of the manufacturing companies are operating…and in turn has impacted their value. If they have not had a valuation done since these changes were put in force, their perceived value is likely off.
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Professional groups– This group has been the hottest group for sales/acquisitions. Dentists, doctors, financial advisers and many more have accelerated their plans to either expand their office/practice or have made the decision to sell to new ownership. Helping these clients know their general value has helped on both the sale side as well as acquisition side.
This is a “Free” service…(of course, we’re looking for LIFE opportunities).
Simply complete the attached Fact Finder and send to your TEAM at APIM. Usual turnaround is 3-5 business days.
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