A value assessment toolset that helps advisors start more strategic conversations with business owners.
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Win more clients by helping business owners understand the current value of their company and how your services could maximize it.
Give prospects an estimate value of their business through a simple questionnaire.
Perform “what-if” planning with pre-built scenarios or build customized scenarios.
Present owners with a personalized roadmap and a step-by-step process for improving their business.
"Giving my clients their estimate of value is a key differentiator that immediately sets me apart from the competition. It creates value at the inception of an engagement. It lets me quickly get to the heart of what each client wants and needs."
Linda Ratner
Founder, Ratner Consulting
Leverage the business valuation calculator to differentiate yourself from competitors with real-time calculations and simple visuals, and quantify the ROI you provide.
A value assessment toolset that helps advisors start more strategic conversations with business owners.
