valuation gap Archives - Your ExitMap https://yourexitmap.com/tag/valuation-gap/ Free Exit Planning Tools for Business Owners Fri, 04 Apr 2025 16:58:36 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://yourexitmap.com/wp-content/uploads/2026/03/cropped-Site-Icon-YEM-2-32x32.png valuation gap Archives - Your ExitMap https://yourexitmap.com/tag/valuation-gap/ 32 32 122889523 What is “Holistic” Planning? https://yourexitmap.com/what-is-holistic-planning/ https://yourexitmap.com/what-is-holistic-planning/#respond Fri, 04 Apr 2025 16:54:30 +0000 https://yourexitmap.com/?p=10004 Financial planners use the term “holistic planning” frequently. It’s meant to indicate that they consider the client’s short- and long-term life goals and the future they visualize. According to Fidelity Investments Holistic Wealth Planning is continuous and considers two dozen aspects of client wealth objectives. The Valuation Reality Gap - Only one of those aspects is ownership of a business.

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