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