As your partner for business valuation services, we’ve included marketing resources you can download to help increase awareness about your valuation services and grow your business.
Promote Valuation Services on Your Website
Build Credibility with Sample Reports
BizWorth provides you with two sample reports: Non-Certified Report (also referred to as Informational or Broker’s Opinion of Value) and Certified Valuation Report. Both reports are available for download so that you can send them to your clients to help build credibility and support your clients in learning more about what information is on the reports. Both reports are generically branded with the ability embed your logo.
Provide Your Clients with a Report Comparison Brochure
Some of your clients may be on the fence when it comes to deciding which valuation report is right for them. This brochure, available in “Broker Opinion of Value or Certified” and “Informational or Certified”, provides you the ability to embed your logo, show prices, and include your contact information.
Pricing Estimator: Advise Your Clients What a Report Might Cost
When you get inquiries from your clients about what a report might cost, this Pricing Estimator is a great tool to help you ask the right questions, determine what your mark-up will be and provide an informed estimate. IMPORTANT: This is an estimation tool only. Please be sure to contact your dedicated BizWorth appraiser to ensure you’re providing your clients with accurate pricing.
Engagement Letter Template
While we aren’t attorneys, we recognize that you may want to have a starting point for an engagement letter that you can send to your client when they’re ready to get started. This template is provided in MS Word format so you can modify as needed. Be sure to consult with your attorney prior to using this template with your clients.
Certified Summary Valuation Report
Summary reports can be easily read to quickly understand the valuation of the company. Ideal for acquisitions, divestitures, IRS submissions, partner disputes and bank loan reports when substantiating information is needed to be presented to third parties.
Certified Detailed Valuation Report
Detailed reports provide the highest level of in-depth written analysis of the nature & history of company, industry & economy, financials and conclusion of value. Ideal for complicated businesses, court cases and IRS-related estate planning purposes when more in-depth scrutiny over the value is expected.