Overview

How To Differentiate Yourself… and Generate LEADS!

Among the hundreds of thousands of financial advisors, you may be looking for ways to separate yourself from the masses, ways to generate more business, get more leads—a “door opener” that you can use to get your prospect’s attention and give you an introduction.

It would be great if this promotion would also appeal to high net-worth prospects, who have more assets for you to manage. One such group is business owners, and a new approach that is working very well is offering them a FREE business valuation.

Offering business owners a fast and easy valuation report including a “Business Effectiveness Score”(which includes showing them how much other businesses in their industry have sold for) provides significant value to them, it’s a great conversation starter—and quickly differentiates you and your services. Especially if you can offer it to them for FREE!

Introducing…

Online Business Valuation, the #1 purely market-based online business valuation software. It is designed for financial advisors, wealth managers, RIAs and other financial professionals to provide an excellent ballpark estimate of the value of your client’s business in about an hour! It helps you:

  • Generate more business and get more leads with a “door opener” that you can promote to get your prospect’s attention and give you an introduction.
  • Attract and target high net-worth prospects, who have more assets for you to manage.
  • Offering business owners a fast and easy valuation report including a “Business Effectiveness Score”(which includes showing them how much other businesses in their industry have sold for) provides significant value to them, it’s a great conversation starter—and quickly differentiates you and your services.

Besides, their business is often their greatest asset, and knowing their business value (what it is worth if sold) helps them better understand their retirement needs.

In fact, how can you even calculate their retirement needs without it?

There are five main reasons to consider Online Business Valuation

1. QUICKLY Differentiate Yourself. Offer a service your competition is not providing.
2. A PROVEN Lead Machine – Attract & retain high-net-worth business owners
3. A COMPLETE Marketing Kit – Everything You Need
4. BEST Ballpark Valuation –includes a “Business Effectiveness Score”
5. COST-EFFECTIVE Lead System – Pays for itself with a single client

Plus, unequalled support—from professional marketers and valuators!

"I've used Online Business Valuation to value a bar, a restaurant, a manufacturer, a trucking company, and a land title company. My clients are both business owners and attorneys. I use it to value estates."

"In just 45 minutes, a business owner gets a great general idea about what his business is worth."