Building Value in Businesses and Professional Practices

Joseph D. Blair, CFP®, Senior Vice President, Wealth Management, Univest Bank and Trust Co.

Joseph D. BlairMaximizing the value of a business starts with a plan. It helps to think about building and selling businesses not as individual events but as long-term processes. To capture the full value of a business or practice, the owner must devote careful attention over time to several aspects of financial planning:

Univest Bank and Trust Co. provides a full range of assistance with banking, insurance and investments. As in all relationships, Univest professionals in Wealth Management work closely with the tax, accounting and legal advisors of business owners when developing financial plans. Contact us at 215-721-8386 or wealthmanagement@univest.net.

Investment products offered by Univest Bank and Trust Co.'s Wealth Management and Trust Division and Univest Investments, Inc., member FINRA and SIPC, a licensed broker dealer and investment advisory subsidiary of Univest Corporation of Pennsylvania, are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including the possible loss of principal amount invested.


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