Get Your Client's Plan In Just 3 Easy Steps!
Here's how it works:
- We'll provide you with a signed confidentially agreement and send you our proprietary business value calculation questionnaire. Click here for samples of these documents.
- You return the completed questionnaire to us with your client's information. Confidentiality is guaranteed.
- Within5business days after we receive your client's completed questionnaire,we will send an electronic, customized business value calculation report directly to you that can be further customized, prepared in a hard copy format or distributed as is.
The business value calculation report will help your clients understand what drives the value of their business and help them grow their business to achieve their exit planning goals. You will deepen your relationship with your clientsby helping them grow and prosper, and you will achieve profitable valueadded billings by selling your services and the report.