We provide accurate, fast, and very cost-effective business valuation services that provide a real competitive edge for financial advisors 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.

We can help to expand your potential client base

Axiom Valuation Solutions offers financial advisors the opportunity to significantly expand the size of assets under management and better meet the financial objectives of their client base. We do this by opening up a large, growing, and affluent market of business and professional practice owners to your services.

For financial advisors who also sell insurance services, we provide a unique, accurate, and low cost way to get the value of a business to determine the coverage amounts for insurance, for example business succession or buy-sell insurance, survivorship insurance for estate taxes, or other types of ownership-related coverage.

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 advisor. Similarly, most financial advisors 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 advisory 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.

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 investment diversification opportunities

The Value Maximizer, one of our specialized reports, looks at the financial leverage of the business. We find that many business owners are unaware that, now their businesses are more established, they can borrow higher amounts of money based on the earnings power of their business. They may be able to use this borrowed money to start investing in assets that are diverse from their current business. You may be able to help them find more cost-effective financing alternatives, further cementing the relationship.

Don’t miss out on this opportunity!

To date financial advisors 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:

• Significantly increase your "closing rate" by allowing you to offer prospects a customized business valuation delivered as a set of professional customized reports with your name on the cover page as the sponsor of the report. It’s up to you whether you charge your customer all, part, or none of the Axiom Valuation Solutions valuation fee.
• Cost-effectively develop a unique business valuation for your clients that reflect all the nuances of their businesses and by so doing allowing you to be more conversant about the myriad of issues that surround the valuation of private firms.
• Combine Axiom Valuation Solutions’ systematic risk factors and Axiom Valuation Solutions’ expected rate of return for the business in question with your own portfolio optimization tools to create a unique portfolio that truly reflects the risk and return profile of your business owner customer.
• Advise your business owner customer on how to best refinance their business and use the proceeds to purchase particular stocks, bonds, real estate and /or make strategic acquisitions.
• Advise your business owner customer about the possibility of an ESOP, how to cost effectively finance it, and how to reinvest the proceeds of the sale.