Business Valuation Software

If you are looking for a tool to help you get in front of affluent business owners, look no further. The business valuation software you can learn about by watching the following video is AWESOME!

Advisors who work with our advisor owned IMO ( or our advisor owned RIA (see above) can get a 22% discount on the software.

For more info on the software and accompanying marketing package (email templates with content; tips for how to run an email campaign; case studies to share with business owners; e-books for business owners to download and read; scripts to follow when talking with clients; training on the subject matter, and more), contact Mary Kate Robertson at

If you have questions about the software or when you are ready to start using it, feel free to give me a call.

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