Who We Are
Annie Damato & Associates
Women-owned financial consulting practice that offers small business owners business valuations, planning, and risk mitigation strategies.
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It’s about you, your family, and your business
At Annie Damato & Associates, we understand this is about you, your family, and your business!
- 98% of private business owners do not know how much their business is worth
- 78% of business owners plan to fund their retirement with their business
- 90% of business owners are either underinsured or have no insurance
Who we serve
Small business owners by empowering them with a valuation of their biggest asset…their business!
Most owners of privately held businesses struggle to understand how much their businesses are worth, which makes it difficult to decide how much insurance to carry, when to sell, and how to plan for retirement. It’s our goal to help you answer these questions.
Build Your Business with a Financial Planner Near Princeton, NJ
When you run a business, it can be hard to understand the full value contained within without the help of an experienced financial advisor. Annie Damato & Associates is your financial planning consultant near Princeton, NJ specializing in assisting small business owners to understand and build on their worth. As a full service financial consultant company, we help provide deeper insight through comprehensive analysis and reporting that can set the foundation for future success. Build your business into your biggest asset and fund the future with a financial advisor that understands your unique needs and enjoy effective solutions that help you make the right decisions going forward.
About Our Financial Consulting Services
As your financial planner near Princeton, NJ, Annie Damato & Associates provides an innovative approach to understanding the value of your business. Our financial consulting services are tailored to your unique business model, removing the mystery so that you can make the most optimal financial decisions. Our data driven approach helps you identify risk exposure, and allows you to determine how your business is placed within your industry. Your financial planning consultant provides full valuations that make it easier to plan for the future while ensuring that your retirement is as comfortable as possible.
Schedule an Appointment with a Financial Consultant Company in Princeton, NJ Today
Are you looking for an experienced financial planning consultant near Princeton, NJ specializing in assisting businesses in determining their value? Annie Damato & Associates provides efficiency in generating and understanding the numbers, allowing you to take charge of your business in a way that generates wealth. To find out more about the services that we offer, or to get started on your valuation, reach out to our team today at (732) 397-1529.
Leading
Effective Solutions
As a small business owner, it is important to recognize the vital role your business plays in achieving both your personal and professional goals. We can help remove some of the mystery about your future by arming you with the data you need to make the best financial decisions possible.
Our Vision is to Empower All Small Business Owners
Providing Business Valuations. Eliminate the guesswork and find out what your business is really worth. Know your numbers! Whether to help you prepare for the sale of your business, strategic, retirement or legacy planning, the information acquired will enable you to make informed decisions.
It Doesn’t Just End With Knowing Your Business Worth Once!
We updated annually to empower you with the most up-to-date analysis for future planning purposes
We’ve Invested In Technology That Generates More Than Just a Value.
We provide a comprehensive analysis that can be used for planning as well as identifying certain areas for business growth, improvement, assessing certain risk exposures, and how your business compares to others in its industry.
An Innovative Approach to Business Valuations
The technology that we use harnesses big data to help ensure that our clients have the facts that they need to make informed decisions.
Business Valuation Process
We offer a cost-efficient solution to democratize Business Valuations
Dedicated Team
Professional Individuals
Director
Annie Damato
Along my career path, I've always provided some kind of service to customers. I've always believed in the Golden Rule, "Treat others as one wants to be treated."
After working in the corporate environment for quite some time, I decided to become an entrepreneur and became a real estate broker/mortgage broker. Eventually, I was introduced to the insurance and financial services world which I absolutely love!
Very early on, I had developed a deep passion to help as many families as possible because my father passed away at the age of 60 and did not have a will or life insurance policy. Although he had been a hard worker, he left nothing to my mother (who was 58 years old at the time). He believed that his life insurance policy was going to be the lottery jackpot for which he played every week. He passed away without winning the lottery, and my mother was left broke and heartbroken! I decided that I didn't want other families to have to go through a financial hardship, such as this, due to a lack of preparation.
Incredibly
Effective Case Studies
Recruiting
Shared Time Human Resources Management
Human Resources
Essential Steps to Writing Job Description
Insights
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Asset Sale Value
This common, transaction-oriented, fair market value conclusion includes the business's inventory, furniture, fixtures and equipment, as well as all intangible assets ranging from customer base to goodwill. Excludes all liquid financial assets and liabilities
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Equity Value
This fair market value conclusion is the value of the company available to its owners or shareholders and incorporates all of the assets included in the asset value, plus the firm's liquid financial assets (cash, A/R, deposits) and minus its liabilities.
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Enterprise Value
This fair market value estimate is equal to the total value of the business, or the value of the business's equity plus its long-term debt. It reflects the value of the entire capital structure (equity holders and debt holders) or "enterprise."
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Liquidation Value
Liquidation value is based on the key assumption of insolvency and the immediate sale of all assets (on or off the balance sheet) at or near "fire sale" level, coupled with the nearly simultaneous retirement of all liabilities. This value estimate does not include accounts receivable.
