Business Advocates - 168 Wealth Strategists

Business Advocatesstevesharp2025-02-19T08:21:47+00:00

Value Your Business

Knowing the value of your business is the critical first step, no matter what your plan is. Use this complimentary valuation tool to get your valuation.

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Planning Process to Exit My Business

We have created a methodology that takes into consideration the key aspects when planning your business exit strategy.

METHODIZATION

Learn More About Us

Click below to reach out and schedule a time to talk with us.

How Much Is Your Business Worth?

98% privately held business owners don’t know what their business is worth (1)

78% plan to fund their retirement with the sale of the business (2)

75% of business owners regret their exit one year after leaving (3)

5% are actually happy with their net proceeds from selling (3)

(1) IBIS World, 2014
(2) FPA / CNBC Business Owner Success Planning Survey, 2015
(3) Source – The 2013 State of Owner Readiness, The Exit Planning Institute

Office: 248-646-0696
Fax: 248-809-9634

P.O. Box 930789
Wixom, MI 48393

5548 1^st Coast Highway,
Suite 203 Fernandina Beach, FL 32034

[email protected]

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Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and 168 Wealth Strategists are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

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