Broker Check
Did you know that 98% of business owners do not know what their business is worth?

Did you know that 98% of business owners do not know what their business is worth?

If you are like most small business owners, your business is your largest asset. Using the BizEquity software program we can provide a secure, comprehensive and accurate business valuation that will allow you to reliably plan for the future.

Begin your valuation

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

We're here for YOU!

At West Bay Financial Group, we also want to ensure that our clients’ businesses are adequately protected. Using BizEquity’s Insurance Valuation Report, we’ll determine how much insurance you need to protect your business assets. This will prepare you for adverse events that may deteriorate your business’ value.

Understand

  • Your business and its potential
  • Protection needs of your business
  • The value of your largest assets

Plan

  • The purchase of a business
  • Expansion opportunities
  • The sale of your business

Prepare

  • For your future
  • For your retirement
  • Your succession 
Start a Valuation

Start a Valuation

To learn more about how we can help you, visit our BizEquity website or contact us at (518) 561-9674

Start a valuation