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Business Valuation Service: Uncovering Hidden Sales in Plain Sight

Business Valuation Service: Uncovering Hidden Sales in Plain Sight

Released Thursday, 1st February 2024
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Business Valuation Service: Uncovering Hidden Sales in Plain Sight

Business Valuation Service: Uncovering Hidden Sales in Plain Sight

Business Valuation Service: Uncovering Hidden Sales in Plain Sight

Business Valuation Service: Uncovering Hidden Sales in Plain Sight

Thursday, 1st February 2024
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With over 500 businesses valued and over $1.7 billion in aggregate valuations, Advanced Planning’s Jim Barbee shares his insight and highlights sales opportunities discovered through using the business valuation service.

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Advanced Planning Sushi

The Advanced Planning Team brings you fresh and flavorful advanced planning sales bites in this podcast series. Designed to be easy to listen to and digest, the team slices and dices topics within estate planning, individual retirement and business insurance categories – then rolls it all up with tips for selling in these lucrative insurance spaces.FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.The material discussed provides general information and should not be taken as specific legal or tax advice. Clients should seek the advice of a qualified tax or legal professional for their specific situation.Results may not be representative of the experience of other agents and are not a guarantee of success. Individual results will vary.Product, product features and rider availability vary by state. Issuer not licensed to conduct business in NY. Products are issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation, members of Constellation Insurance, Inc. family of companies, and issuers are expected to officially change to AuguStar Life Insurance Company and AuguStar Life Assurance Corporation, respectively, in the fourth quarter of 2023.© 2023 Constellation Insurance, Inc. | One Financial Way Cincinnati, Ohio 45242

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