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Business Owners & Exit Planning

Building Value #1: How much is your business worth?

Episode 1 of Building Value introduces business valuation: how owners can estimate what their company is actually worth and why that number is the foundation of any exit or succession plan. Knowing your value early reveals the gap between today's business and your future goals.

Brook HartBuilding Value #1

Episode 1 of Building Value introduces business valuation: how owners can estimate what their company is actually worth and why that number is the foundation of any exit or succession plan. Knowing your value early reveals the gap between today's business and your future goals.

Key takeaways

  • Most owners significantly over- or under-estimate what their business is worth.
  • A credible valuation is the starting point for any exit or succession plan.
  • Value depends on earnings, risk, and how dependent the business is on the owner.
  • Knowing your number early gives you time to build value before selling.
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Written by

Brook Hart

President & Chief Compliance Officer · CFP®, CEPA®

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Building Value #6: Qualified Small Business Stock Exclusion

In this Building Value episode, Presilium explains the Qualified Small Business Stock (QSBS) exclusion under Section 1202, which can allow eligible founders and early shareholders to exclude a substantial portion of capital gains from federal tax when they sell. It covers eligibility basics and why owners should plan for it early.

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Building Value #5: The Right Retirement Plan

In this Building Value episode, Presilium helps business owners choose the right retirement plan for their company. It compares options such as SEP IRAs, 401(k)s, and cash balance plans, weighing tax savings, contribution limits, and employee benefits to match the plan to the owner's goals and stage of business.

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