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FINANCIAL ADVISOR

Scott D. Petersen

CA License No. 0G27335
CLU® , ChFC®

Scott is a Financial Advisor with Tax & Financial Group (TFG), a financial services firm headquartered in Newport Beach. Scott works with clients to implement strategies that help to secure the financial future of their family and business interests. He is also the author of TFG’s annual research report of closely-held business owners entitled “Exit Planning Process: Challenges, Trends, and Conclusions.” He is the host of a podcast focused on business succession and exit planning entitled: The Business Succession Blueprint Podcast.

Scott has been in the financial services business since 1998. Prior to this, he spent three years in marketing positions for companies in the publishing and advertising industries.

Scott graduated from Loyola Marymount University with a Bachelor of Arts degree. He also earned a Masters of Business Administration from the University of San Francisco. Scott holds multiple securities registrations including Series 7 and 66, as well as the Life and Health licenses. He is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC. Scott is also a Certified Toastmaster (CTM). Scott is also on the board of directors of the All-American Boys Chorus.

Scott resides in Newport Beach with his wife Noelle and their three sons.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera.

FINANCIAL ADVISOR

Scott D. Petersen

CA License No. 0G27335
CLU® , ChFC®

Scott is a Financial Advisor with Tax & Financial Group (TFG), a financial services firm headquartered in Newport Beach. Scott works with clients to implement strategies that help to secure the financial future of their family and business interests. He is also the author of TFG’s annual research report of closely-held business owners entitled “Exit Planning Process: Challenges, Trends, and Conclusions.” He is the host of a podcast focused on business succession and exit planning entitled: The Business Succession Blueprint Podcast.

Scott has been in the financial services business since 1998. Prior to this, he spent three years in marketing positions for companies in the publishing and advertising industries.

Scott graduated from Loyola Marymount University with a Bachelor of Arts degree. He also earned a Masters of Business Administration from the University of San Francisco. Scott holds multiple securities registrations including Series 7 and 66, as well as the Life and Health licenses. He is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC. Scott is also a Certified Toastmaster (CTM). Scott is also on the board of directors of the All-American Boys Chorus.

Scott resides in Newport Beach with his wife Noelle and their three sons.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera.

Business Valuation

In many cases, your business will represent the most significant asset on your personal finance statement. Unfortunately, the value of your asset can be very difficult to calculate. You can’t simply turn on the television or look it up on the Internet, as you would with a publicly traded stock.

Rather, determining the value of a closely held business is a combination of:

  • Analyzing the financial results of the business,
  • Examining the business’ assets and
  • Evaluating the likelihood of future successes.

This can be a very in-exact process. There are some specific reasons and ways to determine your business’ value.

In this guide, we’ll help you:

  • Understand the importance of a business valuation and whether a formal or informal valuation makes sense for you,
  • Learn three methods for valuing a business and
  • Answer key valuation questions that can help you create an informal business valuation of your own.

Why would I need a business valuation?

A business valuation helps establish a baseline value for your business which enables you to create more informed financial goals, business strategies and even marketing objectives. It can help you, as a business owner, plan your personal retirement, understand your company growth and succession plans and help ensure the proper protection of your most valuable asset—your business.

Fill out this form for a copy of the Business Valuation Guide


* Please note: The estimated value report shall not be used for any purpose with state and/or federal taxing or other authorities. As an estimate, it is not to be used to establish that a value is intended to be exact and/or having a binding legal effect or to determine adequate (as opposed to minimum) levels of life or business insurance coverage. The estimated valuation report is not to be relied upon for purposes of the sale of a client’s business, calculating estate or gift tax obligations, calculating income tax obligations and other taxes or any other purpose requiring a precise or definitive valuation. Estimated value reports are provided through BizEquity, a third-party vendor of Minnesota Life Insurance Company, an affiliate of Securian Financial Services, Inc. This is a general communication for informational and educational purposes. The materials and the information are not designed, or intended, to be applicable to any person’s individual circumstances. It should not be considered investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action. If you are seeking investment advice or recommendations, please contact your financial professional. Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 20240200185 DOFU 02/2024

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or advice. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License # 0644976) member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. Tax & Financial Group – Headquarters: 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100 – www.tfgroup.com - The views depicted in the material are for information purposes only and are not necessarily those of Cetera Advisor Networks. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks not any of its representatives may give legal or tax advice. A diversified portfolio does not assure a profit or protect against loss in a declining market. 20240201171 DOFU 02/2024

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Make a Life

With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity