Nemnich Life & Wealth
Know What Your Business Is Really Worth
Free Business Valuations – A $15,000 Value, at No Cost to You
Thanks to our exclusive partnership with Ameritas and national valuation experts Marshall & Stevens, we’re offering a limited number of complimentary business valuations.
Business Life Cycle
Every business has a journey. From startup to succession. Understanding where your business falls in the life cycle is the key to making informed decisions, protecting what you've built, and planning for what's next.
Capital Formation:
Raising initial funds
Group Health:
Offering basic employee benefits
Succession Planning:
Early planning for leadership continuity
Key Person Insurance:
Protecting against loss of a critical individual
Insurance Review &
Analysis:
Assessing risk exposures and appropriate coverage
Cash
Management:
Managing inflows/outflows effectively
Group Health:
Scaling benefits with workforce
Succession
Planning:
Preparing for leadership transitions
Key Person
Insurance:
Continued protection of vital personnel
M&A /
Private Placements:
Considering strategic acquisitions or investments
Disability:
Protecting income and operations
Qualified Plans:
Retirement plans for employee retention
Group Health:
Competitive employee benefits
Key Person Insurance:
Still crucial amid risk
M&A /
Private Placements:
Leveraging growth through external investment
Estate
Planning:
Owner's personal wealth planning
COLI, BOLI:
Corporate or bank-owned life insurance strategies
Key Person
Insurance:
Still relevant for stability
M&A /
Private Placements:
Restructuring or expansion
Trust Services:
Asset protection and transfer planning
Asset Allocation Analysis:
Optimizing investments
Succession Plan:
Finalizing business transition
Reorganization:
Adapting structure or operations
Key Person Insurance:
Still crucial amid risk
M&A:
Sale or merger as an exit strategy
Trust Services:
Supporting exit and estate planning
Life Insurance:
Funding buyouts or estate taxes
Why Get a Business Valuation?
Whether you're thinking about selling your business, transitioning to the next generation, protecting your estate, or simply planning for the future, knowing the true value of your business is critical.
Most business owners don’t know what their company is actually worth—and that’s a problem when it’s likely your largest asset.
This no-cost valuation is the first step to:
Protecting your business legacy
Preparing for a sale or succession
Structuring smart estate and tax strategies
Ensuring your family and partners are protected
Unlocking your company’s full financial potential
Who Is This For?
This offer is for privately held business owners looking to:
Sell, transfer, or recapitalize their business
Create or update a buy/sell agreement
Explore liquidity options or retirement planning
Put proper estate or succession plans in place
What You’ll Receive:
✔ A Calculation of Value based on Fair Market Value standards
✔ Backed by over 90 years of valuation experience from Marshall & Stevens
✔ Multiple valuation methodologies including EBITDA, cash flow analysis, and comparable transactions
✔ Delivered in a format you can use for strategic planning, business transitions, or insurance design
Why Work With Us?
Through our relationship with Ameritas and Marshall & Stevens, you’ll receive the same level of valuation rigor trusted by CPAs, estate attorneys, and financial institutions nationwide.
Marshall & Stevens is:
A nationally recognized, independent valuation firm
In compliance with IRS and Department of Labor standards
Not tied to product sales or commissions
Don't Miss This Opportunity
With major changes in estate tax laws coming in 2026 and a competitive M&A landscape, now is the time to get clarity on your business’s worth.
Space is limited.
Fill out the form below to see if you qualify for a free valuation.
Upon submitting the form, allow 14 days to process your information and provide you with your valuation.
Start My Free Valuation
HOURS
Monday-Friday
9am-5pm
LOCATION
Pompano Beach, FL
