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
Presentation: Talk to your Clients About Valuations
Some clients might want you to provide a valuation for free as part of your services. In some cases, you may want to provide a verbal estimate. However, some clients might want the option to upgrade to a more in-depth valuation report. This “5 Myths About Valuation” presentation is useful when speaking to clients, webinars or other marketing events. If you’d like this presentation developed under your brand and color scheme, be sure to sign up for the premium marketing package below.
Provide Your Clients with Sample Reports
Some of your clients may be on the fence when it comes to deciding which valuation report is right for them. Providing your clients with sample reports is an easy way to help them understand the differences between an informational and certified report. If you’d like any of our sample reports designed with your brand and color scheme, be sure to sign up for the premium marketing package below.
Pricing Brochure: Advise Your Clients What a Report Might Cost
When you get inquiries from your clients about what a report might cost, this Pricing Brochure is a great tool to help you share with your clients the differences between the reports, what they cost and what information will be collected. IMPORTANT: The PDF document is designed so you can add your logo and pricing information. Be sure to check the BizWorth partner website for pricing when adding your mark-up. If you’d like this brochure designed with your brand and color scheme, be sure to sign up for the premium marketing package below.
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.