Financial Advisors: Stand Out By Attracting Business Owner Clients

Differentiate your practice with a powerful yet easy-to-use business valuation tool. Drive new revenue and cultivate deeper, more valuable client relationships.

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2020 WealthManagement.com Industry Awards Finalist

Differentiate Yourself From Other Advisors and Watch Your Practice Grow

Unlimited valuation services let you create reports in 15 minutes—easy to learn and use.

Impress clients with a professional 15+ page report including metrics from actual sold businesses.

Proprietary valuation algorithm based on 100 company factors.

FinVal Can Do the Valuation For You in Minutes

All you need to do is have the financial data ready and FinVal will build you a business valuation report in minutes, including a full list of comparable transactions that will represent your Market Approach.

 

WHAT WE DO

Provide the answer to their biggest financial question: What’s it worth? Use FinVal to attract and retain high-revenue clients with valuation services that you can provide.

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March 3, 2021
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