Resources

About B&C

• B&C Firm Capabilities
• B&C Company Fact Sheet
• B&C Company Overview Presentation

Comprehensive Financial Planning

• Financial Planning Fact Finder
• Survivor Needs Questionnaire

The Integrated Legacy Solution

• Financial & Estate Discovery Process Fact Finder

Business Succession Planning

• Comprehensive Exit Planning Fact Finder
• 7 Step Exit Planning Process
• Exit Planning Workbook

Investment Banking

• Valuation Summary
• Valuation Listing
• View Capital Raised Transactions
• Transaction Tombstones
• M&A Transactions
• Maximization Business Sale Process Timeline
• Typical Equity Capital Fund Raising Process
• Selected Transaction Detail

B&C Discovery Matrix

• B&C Discovery Matrix

Retirement Readiness Checklist