by Advisor Controls | Mar 2, 2021 | Business Succession
Getting Started with Business Continuation Business Continuation PDF Fact Finder Download Fact Finder Business Continuation Sample Case Download Sample PDF Add a new case To create a new case, click the plus button (+) on the top right your dashboard and select...
by Advisor Controls | Mar 2, 2021 | Business Succession
Load illustrations from link file Some companies use their illustration system to produce a link file that contains all the policy values, just like the schedule we just entered, that can be loaded into the software. To load a link file, select “Load illustration from...
by Advisor Controls | Mar 1, 2021 | Business Succession
Comparison tab Straight capitalization The Straight Capitalization method takes the adjusted average annual earnings (net average annual earnings plus any excess owner salary) and divides it by the Capitalization Rate. This method emphasis the earnings from a risk...
by Advisor Controls | Mar 1, 2021 | Business Succession
Discounts tab This category doesn’t apply to the business, but to an owner’s portion of the business. If the business interest lacks marketability, in other words, it would be hard to sell the shares of the business to a typical investor at fair market value,...
by Advisor Controls | Mar 1, 2021 | Business Succession
Annual growth rate The annual growth rate represents the average annual earnings of the business as a percentage ofthe revenues, it’s used to reflect the growth rate for the immediate future. Capitalization rate Capitalization Rate reflects the risk of the...
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