Are Wealth Advisors Relevant to Business Growth?
That’s a pretty provocative headline, right? And it’s a real question: Is a wealth advisor relevant to business growth? Our answer? Absolutely... ...
There's an exciting new capability inside Growth-Drive's precise Strategic Capacity & Business Value Analysis™: a 5-year calculator you'll use showing clients how working with YOU can max their projected M&A price. Like all of our tech it's incredibly easy yet profoundly impactful. Imagine helping your client see that they have control over the future equity value of their business - and that the M&A price they are projected to win at the deal table can make their dreams come true.
We aren't just exit planners, we are 'equity value planners' and Profit and Value Growth Advisors (some of us are even C3Ds!). This new module is available with all packages all of which are are month-to-month and no per-client additional fees. Read that again: one price, unlimited access.
So if you're an exit-planning Wealth Advisor running an initial discovery consultation, or a Growth Advisor performing deep analysis and strategic planning, you can run what-if scenarios as easy as 1-2... well, there is no 3, it's that straight forward. We're happy to help with questions. Check it out:
The new tool, integrated into Growth- Drive's precise CLARITY™ Strategic Capacity & Business Value Analysis is helping pros
In the video and using the example of Diane Ridge, CEO of Ridge Specialty Tooling, George discussed how senior pros like you use the calculator helping business owners understand the relationship between Strategic Capacity™, growth, and business value. By adjusting variables the calculator predicts how these changes could potentially increase the case business value from $18 million to over $51 million in five years.
This new feature empowers Advisors to:
George emphasizes that while the calculator is a powerful tool, it's just the starting point for deeper conversations about improving Strategic Capacity™ and driving growth.
The new 5-year calculator is now available to Growth-Drive subscribers at all subscription levels. Remember, subscriptions are month-to-month and include unlimited client cases. Is there a better offer in the market? Nope.
For more information please email sales@growth-drive.com. We'll answer your questions and you decide what to do from there.
We value your thoughts: comment here and email blog@growth-drive.com. Thanks.
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