Periagoge
Scenario

When business partners disagree on company valuation for succession planning

My business partner and I are trying to set up life insurance policies to buy each other out if one of us dies, but we can't agree on the company valuation and neither of us wants to lowball it or overpay premiums, and we're realizing we have very different ideas about what we built together. Our families' financial futures depend on getting this right.

More people experience this than they realize.

What we've seen

The abstract question of value becomes intensely personal when it determines what you can leave behind versus what you must pay to continue.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Financial legacy — what you leave behind?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.