Our proprietary process is geared towards helping business owner(s), their families and key executives prepare for business succession & continuation, exit strategy planning, estate and retirement planning, as well as, key executive retention and group benefit plans.
Understanding the need for holistic and comprehensive planning, we align ourselves with local specialists that can be a resource for a range of services from taxes and accounting to payroll and group benefits. Also, our unique team approach can ensure that you receive high-quality feedback and customer service. Our process, combined with our network of alliances and team approach is designed to move you and your business closer to achieving your business and personal financial goals.
Registered Representative of, and Securities and Investment Advisory services are offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 4111 S. Darlington Ave., Suite 800, Tulsa, OK 74135 (918) 664-6511. ACT Financial Services, Inc. and other listed entities are independent of HTK. HTK does not provide legal and tax advice.
The information provided in this report is neither verified for accuracy nor endorsed in any way by the Penn Mutual Life Insurance Co or Hornor, Townsend and Kent, Inc. Biz Equity has independently provided the data that is contained herein. This report does not constitute a replacement for any paperwork required during the course of an insurance sale. You should consult with, and rely upon, your own independent legal, accounting and tax advisors regarding your particular set of facts and circumstances. Penn Mutual Advisors and/or HTK Registered Representatives are prohibited from adding, altering, or deleting any information pertaining to the business that is being evaluated. All data must be entered by the Business Owner or a designated Business Representative. All electronic communication including the Biz Equity Valuation Report must be distributed through a PML or HTK hosted email address.