“Off the Wall” Podcast
Our podcast is aimed at helping you answer the questions, “What is the purpose of my wealth and how can I make that vision a reality?” As Wealth Managers, we’re skilled at helping our clients think through these challenging, but important, questions. Let’s dive in!
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