BE Financial LLC · Fusion Planning™
Most owners find out what their business is really worth at the worst possible moment.
A health scare. A competitive hit. A birthday that ends in zero. By then, the gap between what the business is worth and what you need it to be worth is harder to close. Let's look at where you stand — before it becomes urgent.
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What usually starts the conversation
A peer sold and got less than expected. You started wondering what your number actually is.
You got an unsolicited offer and had no idea if it was fair — or even how to evaluate it.
A health scare or milestone birthday made you realize you have no exit plan on paper.
The business feels strong but nobody has ever told you what a buyer would actually pay for it.
This is a different kind of conversation.
Most business owners work with an accountant and a financial advisor who never talk to each other. The accountant focuses on taxes. The advisor focuses on your portfolio. Nobody connects the value of the business to what you actually need in retirement. That's the gap. And it's the gap most owners don't see until they're already in the deal.
1
We assess your business value — as part of every engagement
Not a rough guess. A working valuation that tells you what the market would pay today, where the value is soft, and what moves the multiple. We use it as a baseline and revisit it as a measuring tool as the plan progresses.
2
We build one integrated plan — not two separate ones
Fusion Planning™ connects your business value, your exit timeline, and your personal retirement income into a single coordinated plan. Every business decision you make also moves the personal goal forward.
3
You leave on your terms, not the market's
Whether the goal is a sale, internal succession, or a long runway — the plan is built around your outcome, your timeline, and what the business needs to be worth to fund the life you want after it.
Why this firm
CFP® — 20+ years
Brent Eugenides has worked exclusively with private business owners since transitioning from mortgage banking.
The Hybrid Solution
Brent's published book on integrated planning for business owners — one plan, not two.
XPX Connecticut member
Active member of the Exit Planning Exchange — a network of M&A, legal, and advisory specialists focused on ownership transitions.
Valuation included
Every engagement includes a business valuation assessment — used at the start and tracked as a progress measure throughout.