Broadridge Financial Solutions, Inc. · NYSE:BR

Broadridge Financial Solutions — Conference Presentation (2023)

7 slides from Broadridge Financial Solutions's conference presentation, 2023

  1. Slide 1: Business Continuation Planning: Strategies for the Future

    Business Continuation Planning Strategies for the Future PREVIEW Good <MORNING, AFTERNOON, EVENING> everyone. I’m <NAME> from <FIRM NAME>. I’m glad you are taking time today to meet with me to address your financial future. This short presentation focuses on how business continuation planning could

  2. Slide 2: Costly Mistake: No Business Continuation Plan = Business Left to Chance

    Costly Mistake No Business Continuation Plan = Business Left to Chance PREVIEW Family‐owned businesses are the backbone of the American economy. Yet many small‐business owners make a costly mistake: They have no business continuation plan. This leaves the future of their businesses to chance. © 2023

  3. Slide 3: You've Worked Hard to Build a Successful Business

    You’ve Worked Hard to Build a Successful Business Would your business continue if you die or become disabled? Will your business survive your retirement? PREVIEW You’ve worked hard to build a successful business. Have you worked as hard to help your business continue should you die or become disable

  4. Slide 4: How Is Your Business Doing?

    How Is Your Business Doing?  Do you have a formal plan?  Have you selected a successor?  Do you know your business’s value?  Do you have a buy‐sell agreement?  If so, have you funded it? PREVIEW How is your business doing in its continuation planning? Here are some questions to consider. <CLICK

  5. Slide 5: Elements of Business Continuation Planning

    Elements of Business Continuation Planning 1 Business valuation 2 Succession planning 3 Buy‐sell agreement PREVIEW With proper business continuation planning, you can help ensure that your business and the people whose incomes and lives depend on it will succeed when you’re no longer at the helm. Th

  6. Slide 6: 1. Business Valuation

    1. Business Valuation How much is your business worth?  Cost approach  Income approach  Market approach PREVIEW First, let’s look at business valuation. Most planning opportunities involve knowing what your business is worth. Whether we’re talking about selling the business outright and investing

  7. Slide 7: Business Valuation: Cost Approach

    Business Valuation: Cost Approach  Book value  Adjusted book value  Liquidation value PREVIEW Using the cost approach, you evaluate your assets and liabilities to determine the net worth of your business. Three types of analyses can be used. First there’s the book value approach. Generally speaki

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