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How much is your business worth?

With our complimentary business valuation, Fulcrum Wealth Advisors will help you answer this question.

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98% of business owners don't know the true value of their business.

Knowing the value of your business is critical to proper business planning and achieving personal goals. Our valuation process can help you to make informed decisions for your future.

THE BENEFITS OF A VALUATION

  • Prepare for growth, restructuring, and sale of business.

  • Understand the performance indicators that buyers will use to assess the value of your business.

  • Prepare for retirement, while maintaining your desired lifestyle.

  • Protect your business with the right level of insurance.

  • Learn how to improve your business and increase its valuation.

  • Explore funding opportiunities.

A SAFE AND SIMPLE PROCESS

Our innovative technology harnesses the power of big data to deliver accurate and efficient business valuations. The online tool is easy to use and trusted by millions of business owners worldwide.

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If you are like most small business owners, your business is your largest asset.

Learn how much your business is worth.  Start your complimentary business valuation today.

BUSINESS RESOURCES

We've compiled a few resources to help you understand and prepare for the business valuation process.

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What's Your Business Worth E-book

Download E-Book
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Business Valuation Checklist

Download Checklist
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Sample Report

Download Sample
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How can we help?

Fulcrum advisors are here to provide assistance and answer your questions.  Schedule a complimentary strategy session with one of our experts.

Check the background of this investment professional on FINRA's BrokerCheck  »

Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.  

 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services

 

Fulcrum Wealth Advisors, LLC is a state of Washington Registered Investment Advisory firm at 10940 NE 33rd Pl., Suite #210, Bellevue, Washington 98004 United States. Cetera is under separate ownership from any other named entity.   Investment Advisory services and tax consulting services are offered through Fulcrum Wealth Advisors, LLC.

 

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

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Fulcrum Wealth Advisors, LLC is a registered investment adviser in the State of Washington & Texas. We may not transact business in states where we are not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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Fulcrum Wealth Advisors

10940 NE 33rd Pl.

Suite #210

Bellevue, Washington 98004

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Mail:  info@fulcrumwa.com

Tel:  (877) 400-0260

© 2024 Fulcrum Wealth Advisors, LLC, all rights reserved.

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