Introducing a New Covenant Resource for Business Owners!

Every business has a value, yet many owners don't know what their business is worth.

We’re excited to introduce and launch our Covenant Business Compass™, a new resource that provides our business owner clients with a valuation estimate, industry benchmarking, and insights into factors that may help strengthen business value over time.

Understanding where your business stands can help you make more informed decisions about where you want to take it. Whether you're focused on growth, recruiting, succession, bringing on the next generation, or an eventual transition, having a clearer picture of your business can help you plan more intentionally and make better strategic decisions.

Through our process, we can help you:

• Estimate the current value of your business
• Better understand the factors that may be driving that value
• Compare key performance indicators with industry benchmarks
• Identify areas that may offer opportunities to strengthen your business
• Consider how your business fits into your broader financial picture and long-term goals

Complimentary Sessions Available

We are currently offering a limited number of complimentary Covenant Business Compass™ sessions to our clients.

Curious what your business may be worth? Get started with an initial valuation estimate, then meet with our team to take a deeper look at your results and what they may mean for your business.

Covenant Wealth Strategies and LPL Financial do not provide business valuations or legal services. Please consult your legal advisor regarding your situation.