Info For Advisors

May we help solve a problem facing some of your best customers?

If you work with business owners, you know few of them understand what their companies are actually worth. (Most owners THINK they know but their guesses are often wildly inaccurate.) This is a big problem because succession plans, buy-sells and other solutions built on guesstimated values, not facts, can “blow up” with devastating results.

It is so easy to find out if an owner needs a valuation. Just ask two questions:

“How much is your business worth?”
“Where did that number come from?”

If the owner says “I don’t know” or seems to pluck a number out of the air (they usually do), he or she is a good candidate for a valuation. Here’s where SPARDATA can help you. Owners thinking about valuations have questions (how much will it cost? How long does it take? How will you value MY business? etc.) and teleconferences with a SPARDATA Valuation Consultant give them all the answers. Teleconferences last 20-30 minutes and usually end with the owner saying “yes” to a valuation.

So tell owners “You may need a business valuation. Let’s talk with SPARDATA and find out”. Then call us to book a teleconference or do it online. (Click “watch the movie” to see what happens during a teleconference.)

P.S.: Remember, if you do not disturb owners to get their businesses appraised, they never will -- until it is too late. So the next time you see them, ask them those two simple questions. They will thank you for it!

About Us. Since 1990 SPARDATA has appraised over 27,000 privately-owned businesses and professional practices. We specialize in valuing businesses with sales between $1 million and $50 million. Our best-selling SPARDATA Reports cost $6,000 and take 6-8 weeks to prepare (“Rush” SPARDATA Reports take as little as three). Advisors earn a 10% finders fee. Half of our clients get a valuation because they are buying or selling a business; the other half get them for other purposes including updating buy-sell agreements, doing succession planning, gifting stock etc.

Sales Ideas. Thousands of financial advisors are using SPARDATA valuations to open doors to business owners and get referrals from CPAs, attorneys and other professional advisors? You can too. Click Marketing Ideas to find out how.