Business Advisors

Are You Interested in Becoming the Trusted Advisor to Business Owners?

The opportunity is now…70% of all U.S. businesses are owned by baby boomers who will transition ownership in the next decade.  These business owners hold the majority of the wealth in our country.

With Business Trend Analysis (BTA), you can accelerate the process of becoming the trusted advisor by providing business owners with a unique presentation of critical information they are not getting anywhere else, and that helps them understand the story behind their numbers and identify priorities for future management.

By simply entering 3-5 years of your client’s financial information into the secure, encrypted portal, the BTA will help you raise relevant questions:

• What is the story behind your client’s numbers? For example: What’s causing the gross profits to decrease and how are gross profits increased? How are the operating expenses increasing relative to sales? Why are there significant changes in the labor expense?
• What are the 7 key ratios every business owner should keep his/her eyes on to track the overall health of the business and how the business’s performance compares to peers?
• What’s the current & future outlook for your client’s industry? Find out through the iExpert Industry report.
• Based on historical performance, is the value of the business generally increasing or decreasing? The BTA will help answer these questions.
  

The BTA is beneficial for small businesses as well as large businesses, allowing you to look at the business as a whole as well as by business segment. To see how the BTA works, click here.