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.
STEP 1: DISCOVER
Provide your business owner clients and prospects a comprehensive valuation and insurance value report based on over 143 data points.
STEP 2: UNCOVER
Allow UFC’s team to help uncover dangerous gaps in planning and help identify solutions that will solve their complex needs.
STEP 3: LEVERAGE
Implement strategies that will leverage your client’s wealth and help them use it to secure better protection and create more tax-free wealth.
UFC has helped countless financial advisors work with sophisticated business owners across many different industries:
- Hotel Owners
- Car Dealership Owners
- Construction Companies
- Private Family Offices
- Real Estate Professionals
- Professional Athletes
Offering business valuations is an approach that has proven to be extremely successful when establishing rapport with new prospects, or motivating existing relationships to take action. Through a simple online form, our system pulls data from over 143 points and returns a 28-page report with explanations on the following metrics:
- Asset Value
- Equity Value
- Enterprise Value
- Liquidation Value
- Return on Equity (ROE)
- Receivables Conversion
- Inventory Turnover
- Debt-to-Equity Over Time
After reviewing the valuation and insurance reports, our team at Universal Financial Consultants can help uncover different planning opportunities that may make a big difference for your client.
If they meet certain qualifications, we can help design a plan that leverages their net-worth to create tax-free wealth without disputing their operating or investment cash flow. *HINT: they use the bank’s money, not their own.
Top reasons business owners implement this leveraging strategy:
- Create & Fund Buy/Sell Agreements
- PRotect Against Big Business Debt
- Fund & Grow Private Pension Plans
If you have a client in mind, call us to learn how you can get your first valuations completely FREE! 800-661-6596