It lies at the heart of successful business planning. It adds strength and credibility to your brand, providing you with a range of values necessary for transitioning your business to the next generation, working with potential buyers, if the time comes to sell, or helping lenders understand your credit worthiness if you need to finance business expansion.

​

88% of current family business owners believe the same family or families will control their business in five years. However, 97% of all family-owned businesses don’t survive past the 3rd generation.

​

To produce a complete, objective valuation you need the assistance of an independent, accredited firm. Often, this process can be confusing, time-consuming and expensive. This does not need to be the case for you.

 

Perrotto Wealth through Ameritas has contracted with Marshall & Stevens, a recognized leader in business valuation services throughout the world, allows you to take the initiative in this business planning process.

​

A business valuation by Marshell & Stevens will give you a professionally and independently generated calculation based on the American Society of Appraisers standards. They just don't input data, they work to interpret the data to provide a meaningful valuation of your business.