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Business Consultants
We provide accurate, fast, and very cost-effective business valuation services that provide a real competitive edge for financial planners in their support of business owners. Our signed valuation services provide high quality, fully documented valuation reports for use in gift tax and estate tax IRS filings. Our value estimate services provide accurate valuation results for use in estate planning, business succession planning, and other strategic activities. Axiom Valuation Solutions offers fee-paid financial planners the opportunity to position themselves as the financial strategy “quarterbacks” with the large, growing, and affluent market of business and professional practice owners. As these owners begin to think about exit strategy and how to manage their post-exit financial gains, many are looking beyond their traditional business advisors for a different set of skills. The accountant who was essential to business survival the first few years through tight cash management may not be the right advisor for managing and distributing the substantial holdings that many business owners have been accumulating over the last decade of substantial economic growth. We help in building relationships with owners before a sale of the business For most of these owners, selling their business will be the biggest source of funds to meet their financial and retirement goals. While many have retirement plans of some kind, owners often do not think that these are large enough to merit attention from a financial planner. Similarly, most financial planners consider these business owners as only being interesting targets after the business is sold. However, if you wait to build a relationship with these owners until after they sell their business, you will have lots of competition in trying to win their financial planning business. The investment portfolios for most owners are not diversified We provide a very cost-effective way for you to open a dialogue with potential customers who are business or practice owners about how you can help them today with a fundamental problem - the lack of diversification of their financial assets. With most of their assets tied up in their business, their portfolio is likely to be very risky until their exit from the business. The value of the business is a great "door opener" with owners While they may not yet be aware of this problem, they will almost certainly be interested in getting an objective and expert valuation of their business. By sponsoring a valuation of their business using Axiom Valuation Solutions’ valuation process, you will have a leg up in starting the relationship building process with this very attractive market. You can offer prospects a free customized business valuation delivered as a set of professional customized report with your name on the cover page as the sponsor of the report. We educate owners about their business life events Most business and professional practice owners will have substantial planning needs over the next few decades, and most are not prepared to manage these themselves. Yet, they typically are reluctant to make decisions without having a solid understanding of the options. Our mission is to provide objective, expert, and cost-effective solutions that jump-start the owner’s knowledge of these complex areas. We help to brief them, so that they are ready to work with financial planners to complete the customization that must take place face to face. Don’t miss out on this opportunity! To date, many financial planners have either directed these clients and prospects to expensive valuation consultants or have simply passed on the current opportunity. However, the truth is that a financial plan is not complete if the return and risk profile of the privately held business is not incorporated into the proposed financial plan. Axiom Valuation Solutions helps you do all this and more Axiom Valuation Solutions’ will help you:
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