Todays VAL for
Financial Advisors
How can Todays VAL help Financial Advisors?
Understanding the worth of the business can help a financial advisor provide a comprehensive financial plan that takes into account the client's business assets and liabilities.
Knowing the worth of the business can help a financial advisor provide more informed investment advice and recommendations, especially if the client is considering selling or transferring ownership of their business.
Understanding the worth of the business can help a financial advisor develop a retirement plan that includes the value of the client's business assets.
A financial advisor who understands the worth of the client's business can assist with business transitions, such as selling the business, transferring ownership, or passing it on to the next generation.
Demonstrating a thorough understanding of the client's business and its worth can help build trust and credibility between the financial advisor and their client.
By offering a comprehensive understanding of the client's business worth, a financial advisor can offer a more valuable and differentiated financial planning experience to their clients.
Our mission is for every owner to know the value of their business! Our team has developed the first affordable business valuation software that quickly calculates what a business is worth in just a few minutes - directly from the business income statements.