Deeper Dive into Marketing Paid Valuations | Steps 5-8

Expanding on the Eight-Step Marketing System

This webinar, Part 2 of the Eight-Step Marketing System, continues our deep dive into strategies that help brokers generate $120,000+ in additional revenue through paid valuations. Building on the foundation set in Part 1, where we covered the first four steps, today’s session focused on Steps 5-8, which include conducting the report selection meeting, presenting valuation options, closing the sale, and getting paid. We emphasized how brokers can use marketing collateral, objection-handling techniques, and pricing strategies to effectively communicate the value of professional valuations to their clients.

Strengthening Client Relationships and Revenue Growth

A key takeaway from today’s session is that brokers have an opportunity to position themselves as trusted advisors by offering valuations for a variety of purposes beyond just buying and selling businesses, such as estate planning, shareholder buyouts, and divorce settlements. By implementing a structured marketing and sales approach, brokers can enhance their reputation, strengthen client relationships, and create long-term revenue streams. Additionally, we covered how the partner guide and marketing toolkit provide essential scripts, templates, and FAQs to support a seamless integration of paid valuations into a brokerage’s workflow.

Next Steps and Available Resources

To support brokers in executing this strategy, we reviewed how to access on-demand masterclass recordings, marketing resources, and additional training materials via the BizWorth Sales Mastery Program. By following the Eight-Step Marketing System, brokers can not only increase revenue but also build credibility in their market as valuation experts. For those who missed Part 1, recordings will soon be available in the marketing toolkit, and we encourage all attendees to download the partner guide and begin implementing these proven strategies. Stay tuned for our next session, where we will explore full-service vs. self-service valuation options to further optimize your approach.

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Mastering the Report Selection Questionnaire

This month’s webinar is a deeper dive into BizWorth’s January Masterclass, which introduced the 8-step system for generating an additional $120,000 in profit from paid valuation engagements. Led by Sheila Darby, Managing Director of Valuations, this session focuses on how to use the Report Selection Questionnaire to identify the right valuation report for your clients—without ever “selling” to them. Sheila walks through how to use this 13-page guide to ask the right questions, listen effectively, and guide clients toward either a complimentary or paid valuation based on their goals and the complexity of their business. The webinar also covers the structure of the Report Selection Meeting, how to prepare for objections, and how to use BizWorth’s marketing toolkit and collateral to close more valuation engagements consistently.

Deeper Dive into Marketing Paid Valuations | Steps 1-4

This webinar serves as a continuation of the "Close More Deals with Paid Valuations" Masterclass, where we outlined the path to generating $120,000+ in additional revenue through paid business valuations. In that masterclass, we emphasized that not every client requires a valuation, and our goal is to help brokers build trust by recommending valuations only when they are truly needed. Today’s session is all about execution, focusing on the first four steps of the Eight-Step Marketing Strategy, which will set the foundation for integrating paid valuations into your business.