BTA+Valuation + You =
Elevated Business Conversations
Are you looking for ways to have a different type of conversation to attract and engage business owners?
Have you found yourself in planning paralysis with your business owner clients because you are missing a key piece of information? No financial or retirement plan or important business decision can be made without having a reliable value of the business.
We’ve got you covered. BTA+Valuation is a secure online tool that positions you as the trusted advisor by providing business trend analysis, benchmarking performance against peers and ending planning paralysis with a reliable business value.
From your desk, on your schedule.
See how the BTA+Valuation helps peel back the layers of a business to provide unique, actionable insights. Click GO to see how it works.Go
“Going through the BTA process with my financial advisor has helped me gain a better understanding of what’s actually been going on in my business and helps me prioritize what I need to be doing as a business owner.”
“The BTA has been invaluable in helping me build credibility and trust with my business owner clients. The fact that I can take their financial statements and turn them into a valuable discussion that no one else is having with them. This helps set me apart from my competition and add genuine value to my clients.”