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Went to a luncheon and a rep told us that Principal is offering business owners FREE business valuations. All they would need is the current Buy/Sell, and the last three years tax returns.
While this is NOT a real valuation, it gives the business owner a foothold on what their business is really worth, and it gives the agent the opportunity to possibly sell some Life/DI.
Has anyone heard/used this in the past? How long have they been offering this?
This might be a great way to Cold Call on Small Businesses. Principal is a well-known name.
Any thoughts?
While this is NOT a real valuation, it gives the business owner a foothold on what their business is really worth, and it gives the agent the opportunity to possibly sell some Life/DI.
Has anyone heard/used this in the past? How long have they been offering this?
This might be a great way to Cold Call on Small Businesses. Principal is a well-known name.
Any thoughts?