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Video – IV Financial Modeling Overview


In this brief webinar, Michael Kenneth provides an overview of WealthPoint’s proprietary financial modeling tool. This financial model has the capabilities of combining business and personal balance sheets and cash flow statements to identify where a client is at today from a financial perspective and where they are projected to be at some point in the future. We use this modeling platform to evaluate various scenarios for our clients and guide them into a successful decision-making process. 


Topics Covered:

  • Succession and Exit Planning
  • Financial Modeling
  • Identify how to stress-test proposed solutions numerically and analyze the numbers

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