U.S. Financial Advisors and Axiom Valuation Solutions Announce Strategic Relationship To Provide Business Valuation Platform to CPA Firms
U.S. Financial Advisors (“USFA.”) and Axiom Valuation Solutions today announced a strategic relationship to offer Axiom Valuation Solutions’ business valuation services through USFA’s CPA Affiliate Network. The relationship will enable USFA’s CPA Affiliates to accurately, quickly and cost-effectively advise their business-owning clients and prospects on the manyriad of financial planning issues that are tied to firm valuation.
USFA has developed a turnkey approach to assist CPAs who wish into developing a multi-disciplinary practice by integrating personal and business financial services into their practices. The USFA program guides CPAs through a process of transitioning from serving solely as a tax advisor to an expanded role of “Financial Coach” to clients, providing guidance and consultative services on all financial matters, both personal and business.
Axiom Valuation Solutions uses expert systems technology and the most detailed business valuation databases available to streamline dramatically the traditional business valuation process. Using Axiom Valuation Solutions’ Internet-based system and expert phone consultation, professional advisors can inexpensively obtain a reliable, 50+ page valuation report reflecting the industry and local conditions of a business located anywhere in the United States.
“Axiom Valuation Solutions’ accurate and cost-effective valuation services will further USFA’s mission of providing our affiliates with additional products and services to profitably diversify their financial planning practices,” said John Napolitano, USFA’s chairman and founder. “Axiom Valuation Solutions is unique in the valuation marketplace in that it offers the full spectrum of valuation services, from valuation estimates for basic financial planning engagements to comprehensive, multi-method valuations for an IRS estate or gift tax return.”
"This is an exciting relationship for Axiom Valuation Solutions as will be able to work with USFA’s well-established network of CPAs who are also financial planning professionals," said Matt O’Connor, Axiom Valuation Solutions’ Vice-President of Business Development. ”We believe that USFA’s Affiliates, who can offer the unique combination of financial advisory and accounting services, provide business owners with a powerful advantage as they plan for key business life events.”
About USFA: U.S. Financial Advisors, LLC (USFA), of Braintree, MA specializes in affiliation and consulting services for CPAs who wish to integrate personal and business financial services and products into their practices. The USFA prescriptive program guides CPAs through a process to become Personal Financial Coach to clients, providing guidance and consultative services on all personal financial matters including
About Axiom Valuation Solutions: Axiom Valuation Solutions, based in Wakefield, MA, provides business valuation services nationwide through its expert system, proprietary databases, and secure Internet platform. For more information visit www.AxiomValuation.com