Why use this service? Financial Advisors
Attract new clients
Attract new clients
Attract new clients
Offering a new service will open new client doors. If you would like to work more in the business market, or you already operate with business owners but would like to enhance your service offering, then adding the ability to provide a valuation for your clients' business will attract new customers.
White label service
Attract new clients
Attract new clients
We can provide your clients with an independent audited valuation in the name of the Valuation Team. Alternatively you can discuss with us options for offering this service 'white-labelled' under your branding.
Fees and retainers
Attract new clients
Retain business clients
Providing an annual company valuation as part of your service offering can be a charged for service, or help to provide value for your current charges. A valuation service for company owners is a complimentary service for higher value clients. It can also lead to the discovery of a range of new business opportunities for your core service
Providing an annual company valuation as part of your service offering can be a charged for service, or help to provide value for your current charges. A valuation service for company owners is a complimentary service for higher value clients. It can also lead to the discovery of a range of new business opportunities for your core services such as pensions, shareholder protection, IHT planning, critical illness cover etc
Retain business clients
Discover new opportunities
Retain business clients
You provide business services to clients that are often 'push' services (the client knows they need them, but don't go out looking for them) shareholder protection, PII, investment advice. Adding the option of being able to value the business is a 'pull' service and will not only keep your clients with you, but allow you to gain more clients.
Discover new opportunities
Discover new opportunities
Discover new opportunities
We will provide you and your client with a detailed valuation report which may be the first time that you can identify additional business opportunities, such as under-funded pensions, advice around tax planning, employees in need of pension schemes, retiring directors, investment opportunities etc
Run client events
Discover new opportunities
Discover new opportunities
Many of our Partners run workshops, seminars and events for SME owners with the valuation of their company at the heart of the discussion. This leads perfectly into conversations around pension contributions, SSAS/SIPPs, exit planning, tax planning, shareholder protection, business assurance, IHT planning, investment etc
Retirement planning
Differentiate your client offering
Differentiate your client offering
If one of more Directors or shareholders is looking to retire there can often be disagreements over the valuation of their shares or ownership. Understanding the likely amount that they will receive for their shares is a key aspect to KYC and sensible retirement planning.
An independent report on the valuation, audited by a Chartered Acco
If one of more Directors or shareholders is looking to retire there can often be disagreements over the valuation of their shares or ownership. Understanding the likely amount that they will receive for their shares is a key aspect to KYC and sensible retirement planning.
An independent report on the valuation, audited by a Chartered Accountant can help to make this process easier for you and your clients.
Differentiate your client offering
Differentiate your client offering
Differentiate your client offering
What can make you stand out from other financial advisors and open up the SME owner market. Use a business valuation as a differentiator and door opener to new clients.
Gain more referrals
Differentiate your client offering
Inheritance Tax Planning
Business owners are always interested in finding out the value of their company even if they are not currently thinking of selling. People that are delighted by the Valuation Team service are more than happy to refer other SME owners. More so than if you have provided a life insurance solution or topped up their pension contributions.
Inheritance Tax Planning
Inheritance Tax Planning
Inheritance Tax Planning
The value of a company's shares forms part of the shareholders' estate value. It is important therefore to have an good understanding of what this value is when looking at estate and inheritance tax planning.
There are many options to mitigate taxes and avoid unnecessary complications, getting the company's shares independently and professionally valued will help significantly with this process.
Borrowing and SSAS
Inheritance Tax Planning
Borrowing and SSAS
Whether your client is borrowing for growth, cashflow, to buy assets, to acquire a competitor or consolidate their other borrowing, knowing the value of their business pre and post this transaction will help with decision making and is often required by the lender. If there is a SSAS involved then their will be a requirement to have the business professionally and independently valued.
Contact Us
Inheritance Tax Planning
Borrowing and SSAS
If you would like to discuss a client's situation or find out more about our services, then please contact us.