In this presentation, the co-founder and CEO of Vertical IQ, Bobby Martin, will share how industry research can help you have more value-added discussions with the business owners you advise. By leveraging industry-specific content in the business valuation process, you will increase new client percentages and strengthen existing relationships. Learn best practices for using industry research to go beyond the basic requirements of business valuations.
Program Agenda
Best practices for tailoring the business valuation process to your specific clients' needs
Meeting preparation
Win new clients
Retain current ones
Examples:
Iindustry research
Deliver more relevant content to business owners
Deeper conversations with clients
Value-added advisor services
Learning Objectives
Discover best practices for tailoring the business valuation process to your specific clients' needs
Describe how better meeting preparation can help you win new clients and retain current ones
List examples industry research allows you to deliver more relevant content to business owners
Describe how industry expertise you need to have deeper conversations with clients and be a value-added advisor
BVR's Satisfaction Guarantee
Business Valuation Resources offers a 100% money-back guarantee on our training services. If you are not completely satisfied
with your experience, or have any feedback, please contact Business Valuation Resources at 1-503-479-8200 or
customerservice@bvresources.com.
