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Business Owners

Protect Assets. Build Wealth. Create Income.

As a successful business owner, you have a lot to balance. Even though you’re busy handling the day-to-day, the future of your business still needs to be addressed—and the decisions you make now will prove vitally important to its financial health and longevity. Plans that include succession planning, key employee benefits, and risk management are critical in making sure that everything you work hard for continues in your absence.


Succession Planning

Every business owner needs to have an exit strategy for the business. A plan that details what should happen to the business if an owner should die prematurely, become disabled, if a business partner gets divorced, loses a professional license, etc. will help ensure the business is prepared for whatever the future holds

Retirement Planning

Putting all earnings back into the business is not sound retirement plan. Business owners need to plan to have savings outside of the business to ensure for a secure future for them, their family and their employees

Estate Planning

Business owners often accumulate the bulk of their assets within their business. Proper estate planning is essential in ensuring that a business owner's family's source of income isn't tied up in the business or burdened with tax liabilities.

Key Employee Planning

In today's competitive marketplace, it is important to attract, reward and retain quality talent. One of the best ways for a business owner to do that is by offering key employees a quality benefits package that includes that includes qualified and non- qualified retirement plans, in addition to group life and health insurance.

Know Where You Stand with a Business Valuation

Tools like BizEquity business valuation offer an assessment of your current value in today's market.  Uncover any gaps in your planning or insurance coverage?  Our Advisers are here to help.  When you understand the value of your business, you can plan for the right ways to grow for success.

Why do you need a Business Valuation?

How can we support your business?

Thank you!

Penn Mutual and its agents does not represent or endorse the accuracy or reliability of any advice, opinion, statement or any other information displayed or distributed through Biz Equity. The estimates and data contained herein are made using publicly available information and data, and rules of thumb for different industries. Penn Mutual has not audited or attempted to confirm this information for accuracy or completeness. This report should not be used to obtain credit or for any other commercial purposes. This report is the intellectual property of Biz Equity and the information provided herein is provided for your internal use only and may not be copied or redistributed for any reason. Your use of this report and the information provided herein is also subject to Biz Equity terms of use and privacy policy of Biz Equity. Penn Mutual and Biz Equity are unaffiliated. Trademarks belong to their respective owners.