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How to Use Business Valuations as a Powerful Marketing Tool
Uncover gaps in planning for High-Net-Worth clients and provide sophisticated solutions that will satisfy their complex needs.
Knowing the true value of a business is critical to proper business planning and achieving both personal and financial goals. However, many business owners avoid or put-off getting a business valuation because it can take so long and cost so much.

Times have changed.

Advisors now have access to an online system that will help them serve business owner clients better through providing certified business valuations. These reports include valuable information to make sure they are properly insured, diversified, and funded.

Not only will advisors receive a 28-page valuation report, but also an insurance value report that will help them uncover gaps in planning and provide solutions that will better position their clients for success.

How to Use Business Valuations as a Powerful Marketing Tool

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