How it works

Online Business Valuation for financial advisors, wealth managers, RIAs and other financial professionals isn’t just an online software tool, it’s an entire system.  Designed by industry experts, the marketing and sales kit shows you how to get more leads and build your financial planning practice using Online Business Valuation as a “hook” for your prospective clients.

1

Sign up with ValuSource to get access to the software

When you sign up for Online Business Valuation for financial advisors, wealth managers, RIAs and other financial professionals you gain access to:

  • Unequalled free support from qualified valuators and marketing pros.
  • A proven lead generating marketing kit.
  • Sales and marketing training developed by one of the top marketing professionals in the country.

2

Review the great marketing content to help you Promote

Everything you need to generate leads for your financial planning practice!

3

Send emails and make calls – offer free valuation

Email templates and phone scripts are included.

4

Complete valuation with prospect

Deliver a detailed valuation to your client in 45 minutes.

5

Review report with prospect

Shows how their business compares with businesses sold in their industry.

6

Great introduction

Starts discussion that can help you sell your services.