Valuation as a Service

Thanks to the power of technology the once cumbersome, expensive process of business valuation is now an on-demand, real-time service that financial professionals can offer to their business owner clients. 

Using cloud-based valuation software, advisors can run real-time valuations for business owners and allow clients to watch their value “grow” or “decline” depending on the financial inputs of the advisor. As such, offering valuation as a service should be viewed as part of an advisor's toolkit that frames subsequent conversations, rather than as a separate set of expertise.

Whether you're a financial advisor, accounting professional, business coach, insurance advisor or relationship manager at a bank, advisors can leverage valuation software to-

--> Offer a highly-relevant service to support business owner clients

--> Create a shared experience with clients through an interactive online environment (and watch the valuation calculated in real-time!)

--> Open the door to conversations around long term goals, financial health, and securing the future of the business owner and their family

--> Strengthen client-advisor relationships by building trust and confidence in the advisor's abilities

--> Use business performance-enhancing metrics such as value drivers to help identify the areas of improvement within the business

...and more.

Download the complete white paper