The Principal Releases Adviser Tool for Business-Owner Clients

The Principal Financial Group now offers a service to help financial advisers work with their business owner clients to ensure buy-sell agreements are more effective.

The Buy-Sell Review provides an in-depth look at the business continuation document, the Principal said in a news release. By gathering a few key pieces of information, financial advisers are able to give business owners a more accurate picture of their current business valuation, provisions of their agreement, and funding needs, the company said.

According to Principal, the tool, designed for financial advisers to share with business owners, provides a report including:

  • Buy-Sell Review Summary—highlights issues and recommendations regarding the existing agreement;
  • Buy-Sell Review Detailed Report—an in-depth analysis including any buy-sell funding needs;
  • Business Valuation Proposal—a free informal business valuation using five commonly used methods.

Once the Review is complete, it serves as a starting point for the owner to meet with tax and legal advisers to either address potential issues or confirm the agreement meets the owner’s current objectives, the Principal said.




For more information, contact your Principal Financial Group financial representative or visit