At SevenBridge Financial, we believe in the success of our clients — and are committed to assisting in wealth management/financial planning for you and your company's future.
Our investment management and financial planning services help you transform your business and personal wealth; moving you toward your next financial goal.
There are ‘Seven Bridges’ to our Harrisburg and Denver financial advisor firms, all equating to our core mission of always working as hard to manage your money as you did earn it.
In this blog, we dive into the first pillar of our Seven Bridges: Know Your Worth!
The first of the 7 Bridges for SevenBridge Financial is knowing the worth of your business and personal financial wealth.
As a business, it’s important to always know the current worth of your business, with a keen understanding of what you can do to enhance short and long-term value.
When it comes to evaluating the overall worth of your business, there are a variety of factors that must be considered. This includes your company’s:
Your business valuation is an essential part of establishing the overall value of a company, whether you’re looking for how much of an ownership stake to offer a potential buyer, or determining the appropriate amount for an investment.
Considering the different factors and assets of information responsible for gathering this information — it’s often helpful to approach it from different perspectives — so you can be fully prepared for successfully moving forward in various ways.
At SevenBridge, our financial advisors are prepared to take on any business valuation process (from a skilled and comprehensive perspective) in order to ensure you’ve done your due diligence for the worth of your business.
Furthermore, for those working through investment management and financial planning for their company, staying keen on how to enhance the worth of your business will keep your company one step ahead of the game.
Even if you’re not currently planning on selling your company, there are many reasons why knowing your business valuation can be beneficial to your overall financial game plan.
Understanding your company’s resale value will help prepare you for more leverage in business deals - while providing a whole growth trajectory for the financial goals and future of the business. With an accurate estimate of your business’s worth on the market, you can enhance short/long term goals and milestones.
Knowing the worth of your business through a valuation also gives decision-makers and potential investors an accurate number and realistic view of the company’s overall financial position.
As a company, business valuations give assurance to your organization’s stakeholders and investors that your business has the appropriate and accurate information and numbers to represent the worth and value of the business.
Additionally, as a business owner, you can then make strategic changes and adjustments to help shape success for your company and personal worth.
Finally, a business valuation can help plan your future as you prepare for retirement. Whether you’re a seasoned business owner with established wealth or one with emerging and newfound success, SevenBridge Financial is here to help you chart your unique course.
Our financial planning advisors and wealth management firms encourage the meticulous preparation and hard work that goes into knowing the worth of your business.
Throughout every step of the process, and the various factors that will inevitably come into play, our financial team is here to establish a business valuation for you that is backed by vital information and invaluable expertise.
Ready to explore the worth of your business? Schedule a call today with our financial planning team!
SevenBridge Financial Group is a registered investment advisor. Advisory services are only offered to clients or prospective clients where SevenBridge Financial Group and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
For additional information, please visit our website at sevenbridgefinancial.com
For current SevenBridge Financial Group information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with SevenBridge’s CRD #281037.
