1
PROVEN Lead Machine
There are several reasons why providing a free valuation will help you generate more and better leads and build new business, faster.
Differentiate yourself from competitors and get attention
• A FREE ballpark business valuation can act as a “hook” to attract new clients.
Identify higher-net worth individuals with more assets
• Targeting business owners means you typically find individuals with the higher income.
Provide better financial planning services
• Knowing what a business is worth makes it easier to assess the owner’s needs.
Build your reputation as a “trusted advisor”
• Most owners over estimate their business’ value putting your calculations at risk for a shortfall.
Make connections with more high net worth prospects
• Offering a FREE business valuation adds value and credibility to help you close the bigger accounts easier.
2
COMPLETE Marketing Kit
Includes a complete marketing kit designed by one of the nation’s top marketing professionals. Contains proven lead generation approaches—helpful for all areas of your practice.
Personalize Report
• The option to personalize your client’s valuation reports with your logo.
A promotional video explaining the value of a ballpark valuation
• It’s easy to send a video link to prospects to help generate a lead, or use this in one-on-one meetings. An optional personalized video is also available.
An Easy-to-follow sales manual
• This document details the entire sales process of prospecting, explaining your services, and overcoming objections – all to help you close more business.
The complete Marketing Kit also includes:
- Product Slick
- Testimonials
- Meeting Agendas
- Promotional Pick List
- Email Templates
- Phone Dialogues
- Competitive Matrix
- Sales Manual
- Client PowerPoint
- SEO Template
- Website SEO PowerPoint
- Sample Landing Page
- Case Studies
- Videos
3
BEST Ballpark Valuation
Purely Market-Based Methodology
• Using ValuSource’s exclusive IBA Market Database, the world’s largest database of over 40,000 comps (previous business sales).
Uses and SHOWS Actual Business Sales (Comps)
• Shows you actual business sales comparisons.
Requires minimal sensitive data
Uses Eight (8) Market Methods
• Including: Basic Method, Asset Value, Capitalization, Critical Factor, Debt Capacity, Industry Method, Comparable Transactions, and Weighted Factors—ensuring the most reasonable market-based ballpark value.
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Quickest, Easiest To Use & Understand
Guided questions
• Program follows step-by-step process to complete your report
Easiest & fewest input values
• ONLY requires information your clients typically already know
Easiest-to-understand report
• Made for non-financial professionals
• No financial statements or expertise required
• Easy to interpret results
5
BEST Value for the Money
MOST Affordable Option
• Lower overall cost
• Lower cost per report – unlimited reports
Unequalled free support – from professional valuators!
• Support staff are credentialed professional valuators ready to help with the program, understanding the valuation process and interpreting the results – UNIQUE to ValuSource
