Join the co-founder and CEO of Vertical IQ, Bobby Martin, who will share how industry intelligence can help you have more value-added discussions with the business owners you advise along with valuation expert Jim Ewart. By leveraging industry-specific content in the business valuation process, you will increase new client percentages and strengthen existing relationships. Learn the best practices for using industry intelligence to go beyond the basic requirements of business valuations.
Program Agenda
Overview
Live demo
Valuation tips
Q&A
Learning Objectives
Describe how to save time building valuations by leveraging custom-built industry research that is relevant to small and medium-sized businesses;
List best practices for tailoring the business valuation to the specific client’s industry;
Describe how to prepare for meetings to win new clients and retain current ones; and
List how industry intelligence allows you to deliver more relevant content to business owners.
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