We provide accurate, fast, and very cost-effective business valuation services that provide a real competitive edge for insurance professionals 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 insurance agents a cost-effective means of opening dialogues with what is today a very hard to reach but attractive market: the large, growing, and affluent market of business and professional practice owners. The first wave of entrepreneurs who started the small business boom 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 succession plans funded by insurance policies, owners and key managers needing high income disability coverage, and estate plans funded by insurance.

The value of the business is a great opener with owners

While they may be skeptical about their insurance needs in these areas, 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 Services, you will have a leg up in starting the relationship building process with this very attractive market.

We educate owners about the importance of managing their ownership risk

Most business and professional practice owners will have substantial risk management 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 their local professional advisors and agents to complete the customization that must take place face to face.

We help you manage your risk with these clients

Many insurance professionals have relied upon simplistic valuation multiples in order to get the information necessary to complete the sale of an insurance policy. This is a high risk proposition for an insurance professional, since he or she may encounter problems if the coverage is too low or too high. The only safe route for an insurance professional is to insist that the business owner have an independent, objective, and expert valuation completed. Axiom Valuation Solutions provides valuations quickly and affordably to facilitate a smooth and timely insurance sales process.

Axiom Valuation Solutions helps you do all this and more

Axiom Valuation Solutions’ will help you:

• Increase your "meeting hit rate" by offering prospects a customized business valuation estimate delivered in less than a week.
• Improve retention of customers by making sure that business succession insurance policy values are up-to-date based on an annual business valuation.
• Help clients work through complicated estate planning issues, especially now with the "temporary phase out" of the estate tax, and the related insurance needs. Our system can be used to run multiple valuation scenarios at a reasonable cost, so that the coverages chosen reflects a range of possible outcomes.