Accountants are often the most important confidants of the business owner. They generally know the “ins and outs” of the business. They are involved with minimizing the annual tax bite and often help in dealing with banks over short-term lines of credit. In many ways, the accountant is a stakeholder in the business.

We can help you to solidify relationships with business owner clients

The Problem:When the issue turns to the value of the business and possible exit strategies for the owner, many business owners tell us that they are not sure that their accountant will be much help in figuring out how to maximize the exit value of their business.

The Solution: By offering your customers an annual business checkup including an objective and expert business value estimate by Axiom Valuation Solutions, you have the opportunity to extend your central advisory role to strategic value issues for the business.

We can help to extend relationships with business owner clients

Since the value of the business is a central element for many business financial issues, such as business succession plans, estate plans, ownership changes, acquisitions, divestitures, etc., the annual valuation check-up helps to bring these issues to the fore in a non-threatening manner. By offering guidance in these topics, you will be able to increase your billable hours with these clients. By providing referrals to other trusted professionals, e.g., attorneys, financial advisors, or insurance brokers, you are likely to further reinforce your central advisory relationship with the owner(s).

Don’t miss out on this opportunity!

The vanguard of the entrepreneurial boom that began in the early 1980s has already begun to face important business life issues. This trend will only increase over the next decade, bringing record numbers of business sales transactions, ESOPs, business succession plans, and more. Owners are looking for objective, informed, and cost-effective support. Accountants that utilize our high value, cost-effective outsourcing services will be able to offer more services to more clients than competitors.

Axiom Valuation Solutions helps you do all this and more

Axiom Valuation Solutions will help you:

• Increase your involvement in strategic business issues with business owner clients, including fairness opinions in acquisitions, divestitures, or the outright sale of the business.
• Convince reluctant business owners to move forward on spending money to manage their business life events using objective and expert value results, including:
  • Business succession plans;
  • Estate plans including the value of the business;
  • Retirement funding; and
  • Ownership exit planning.