RETIREMENT
PLAN PLAYBOOK

Financial and retirement planning guidance from the team at Evermont Wealth. Join President Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ professionals Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life, and retirement. Listen to this show and you'll be sure to have an excellent Retirement Plan Playbook.

 
 

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Podcast Podcast

Ep 40: 5 Reasons To Get a Business Valuation

For many business owners, their business is the largest asset that they own and it's common that they sell their company to fund retirement. But many entrepreneurs don't even know what their business is actually worth and are unable to put a solid plan together without that information. Brent, Matthew, and Joshua discuss how a business valuation creates a clear picture to see where you are now and what steps you may need to take to reach a successful retirement.

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Podcast Podcast

Ep 10: Why Business Owners Need To Get A Business Valuation

Being a business owner takes a lot of dedication and commitment. You put many hours into making sure your business runs smoothly, but do you know how much your business is worth? Today's show focuses on why you may want to consider having a business valuation completed in order to have a plan set in place for some tricky situations.

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