We understand that your business requires a big picture approach that also breaks down the unique aspects of what makes your business valuable to you. Vigilant Wealth Partners has helped to provide valuable guidance to businesses of all sizes.
It doesn’t matter the stage your business is in, we can help you pursue your long-term financial goals in a systematic approach. Our team can help provide you with an accurate outlook of your business valuation in order to guide you in future planning. Surprisingly, the majority of business owners do not know how much their business is worth. Yet, most will be relying on that value to fund their retirement.
How can you plan for a successful retirement without first knowing the value of your business? Well, you can’t!
We utilize an online business valuation tool, powered by BizEquity, to give you a complimentary, real-time valuation of your business in just minutes. This simple process generates a robust report that includes:
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Vigilant Wealth Partners has teamed up with 21st Century Financial to provide complimentary business valuations to our clients. If you are interested in receiving a valuation, please click on the link below.
Disclosure:
Business valuation services offered through BizEquiy are furnished as a complimentary service and should not be relied upon as a certified valuation and are provided for informational purposes only. Penn Mutual and its agents does not represent or endorse the accuracy or reliability of any advice, opinion, statement or any other information displayed or distributed through Biz Equity.
The estimates and data derived from information provided are made using publicly available information and data, and rules of thumb for different industries. Penn Mutual has not audited or attempted to confirm any information for accuracy or completeness. Any reports should not be used to obtain credit or for any other commercial purposes.
Any reports are the intellectual property of Biz Equity and the information provided is provided for your internal use only and may not be copied or redistributed for any reason. Your use of any report and the information provided is also subject to Biz Equity terms of use and privacy policy of Biz Equity. Penn Mutual and Biz Equity are unaffiliated. Trademarks belong to their respective owners.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Thryv to provide information on a topic that may be of interest. Thryv is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC. Registered Investment Adviser. Member FINRA/SIPC. www.finra.org and www.sipc.org. 600 Dresher Road, Horsham PA 19044. 800-873-7637, www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. HTK does not offer tax or legal advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. Vigilant Wealth Partners is not affiliated with HTK.
LEAP®, Financial Junk Drawer™, and Protection, Savings, and Growth (PS&G) Model® are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of the Penn Mutual Life Insurance Company (PML). Trademarks belong to their respective owners. It is important to note that the implementation of any strategies provided as a part of LEAP is designed to help find tax inefficiencies and aid one in reaching their financial goals, but no assurance can be made that these goals will in fact be reached. Individual results may vary.
Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation.
This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or licensing information, please contact me at my office at
412-733-4080.
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