Why attend this session?

As an advisor, you know that business owners are increasingly asking: “What’s my business worth? And what will it take to increase that value?”

This on-demand webinar gives you a step-by-step blueprint for using the Business Insights Report to answer that question — for your clients, and to position your services around it.

In this 10-minute session, you will learn how to:

• Use the Business Insights Report to uncover hidden value, diagnose value-gaps, and frame a growth or exit planning conversation.

• Translate the data and findings into a client-presentation you can deliver — not just with high-level strategy, but with actionable steps your business-owner clients can follow.

• Create a structured conversation around value drivers, risk reduction, and exit-readiness — so you can deepen relationships and sell higher-tier advisory services.

• Leverage the report as a marketing and sales tool in your own practice: invite prospects with a “See your business value baseline” hook, deliver the presentation, and transition to your value-add services.

What you’ll gain

• A replicable client presentation — You will walk through the report output, the key findings, and how to interpret them for a business-owner client.

• Confidence in positioning your services — Understand how to frame your role: from value-diagnoser to strategic advisor.

• Clear next steps for your clients — Not just what the numbers say, but what the owner does next. That’s where you come in.

• Growth in your advisory business — Use this presentation as a lead-generation tool, a client enhancement, or a package offering that adds recurring revenue.

Who should watch?

• Business-owner advisors (CPAs, financial planners, wealth advisors) who serve entrepreneurial clients and want to offer exit-planning or value-enhancement services.

• M&A, succession or exit-planning consultants looking for a structured framework and toolset to deliver to business-owner clients.

• Advisory firms seeking to differentiate their service offering, add sticky client engagements, and increase advisory revenue.

On-demand access — anytime, anywhere

Turn the Business Insights Report from a diagnostic tool into a closing conversation.

Ready to transform your client conversations?

Fill out the form now to get on-demand access to this session.