Monument Resource Center

Our clients hire us because they recognize the value of our Team’s unique, straight-forward, unfiltered opinion and our tailored advice designed to answer their questions, not everyone else’s. Below, you’ll find some of the most important questions we have been asked over the years to help you better understand the role we play and the advice we give.

Small Business Valuations | How To Get It Right

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Business owners: listen to this episode! Valuation expert Chris Anderson, Managing Director at Intrinsic, shares his expertise on valuing closely-held businesses for sale, succession planning, and gift and estate tax planning. He explains what a valuation is based on—and why what you think your business is worth may be different than reality. We then dive into when you need a valuation and what the process and end product look like. And listen to the end for Chris’s take on how you should assess a valuation expert you’re considering hiring.

About Chris: https://www.intrinsicfirm.com/team-member/chris-anderson/

Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com

Important Disclosures: https://monumentwealthmanagement.com/disclosures