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Business Planning
Services in Shreveport

FCM’s business planning services prepare business owners for the exit of their business, especially if their goal is to fund their retirement with the sale.  For business valuations, we utilize state-of-the-art valuation software to quickly answer a business owner's most important question. “What is my business worth?”  

Reasons for a Certified Business Valuation (CBV):

Creating a succession plan

Building a retirement plan

Funding a buy-sell agreement with insurance

Key-person insurance

Risk management

Looking for growth capital

Goal setting

Hiring & firing decisions

Reasons for a Non-Certified Business Valuation:

Partner/shareholder disputes prior to trial or for investment considerations

Transaction planning, e.g. verification of sell and offer price and terms

Divorce proceedings in the settlement stage

Determination of insurable value

Certain estate and gift tax situations

BizEquity is the world's only patented and largest software provider of business valuations.  Since its inception,  BizEquity has valued over 33,450,067 private businesses globally.

 

Through BizEquity, clients may request a Certified Business Valuation. Pricing and turnaround time will vary depending on the purpose of the valuation, the type of services required, and the size and nature of the company. These CBV reports meet the legal requirements where financial information must be verified.  

 

Non-Certified Valuations are available to our clients as well. These business valuation reports are included as a value-added service within the advisory fee arrangement. 

Financial Planning

PLANNING SOLUTIONS FOR FAMILIES AND BUSINESSES

Stock Exchange

Investment
management

CUSTOMIZED & PERSONALIZED

INVESTMENT SOLUTIONS

 

Leadership

WALKER FULCO
INVESTMENT ADVISOR

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