Disclaimer
We are not providers of financial products.
Valyn does not sell insurance, investment products, or any other financial services product.
We designed a suite of products to assist entrepreneurs and the professionals they often seek help from, with access to information and knowledge, that informs them of the importance for them as an entrepreneur and business owner, on the dire need to plan for their financial future – their retirement.
We show them the impact of financial criteria that impact their planning, as an example Inflation. We show the impact of inflation on money values over time. We provide simple tables that allow them to personally view this information in the privacy of their office or home, perhaps with the spouse and family.
We explain the process leading up to retirement, in the context of their business and the valuation thereof, as it will quite likely become their largest movable asset. We also explain and show them the implications from a tax perspective when they sell their business.
It is purely an educational process and empowers the entrepreneur to understand their position as it progresses over time and how they can protect their families and the wealth they create, while maximising it. We focus purely on helping them to enhance the value of their business.
Our users can now discuss their situation with their registered financial consultant, but with a greater and deeper understanding of the end goal and the process they need to consider.
Finally, we make them understand the main key issue.
- An entrepreneur starting a business should have a single goal – wealth creation.
- The process starts with understanding how much you need to retire with - your Retirement Requirement.
- Your Retirement Requirement includes the wealth you may want to create and leave for your family.
- These two (2) amounts are to be created by building a great business and selling it for an equal amount.
- Then you know how to manage your business. You manage it with the sole goal of creating this wealth by creating a quality business that has the same intrinsic value you want for your Retirement Requirement.
- That is the link most entrepreneurs do not get.
The adjusted sales price, which we explain to you is your family's financial future. But now YOU are in control, not your insurance policy or pension fund.