We help your clients see how your work will improve their financial lives.

BMM is a financial planning firm that specializes in preparing valuations of private companies and using that information to determine the potential income stream for a business owner after a sale.

Our valuation, or yours, can be inputted to determine what shortfalls a client may experience in achieving their needs, wants, and wishes if they were to sell now, before you help them prepare the company for transfer.  We can then adjust to the improved valuation to show the client how their life can change by working with you to improve their sale price.

Allen Harris, BMM’s CEO and founder, is the author of Build It, Sell It, Profit – Taking Care of Business Today to Get Top Dollar When You Retire, is a Certified Value Growth Advisor, Certified Value Builder, Certified Business Valuation Specialist, and a Certified Exit Planning Advisor.  He is the owner Berkshire Money Management, managing investments of more than $500 million for current and former business owners.