Many of the financial professionals on our team work with business owners. We have found that 98% of business owners are unaware of their business's value. If your clients own a business, you know that the business potentially represents their most significant asset, and understanding its real value is not just beneficial—it's essential. 

As part of our commitment to your professional growth, we've partnered with a leading business valuation organization. This partnership allows us to offer a complimentary business valuation service, a unique benefit for our financial professionals' business owner clients and prospects.   

The process is easy, and the valuation can be completed virtually. Once the required documents have been gathered, the client or prospect will receive a robust and informative 29-page report from us that includes:

● Up to 20 key performance indicators, including size, profitability, and growth

● Peer comparisons of business metrics

● Four different valuation figures

● Financial performance snapshots

Access to this comprehensive business valuation is not just a luxury; it's necessary for all business owners. For financial professionals like you, it's a crucial tool for building a robust financial roadmap for your clients or prospects. 

Wouldn’t an offering like this positively impact your production? We are excited to share more about this exciting offering with you. Please feel free to contact us to learn more.

^{Business valuation services offered through BizEqutiy 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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