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.

 

Licensing Options – All Plans Include a One-Time BTA License

Too busy to enter data? See additional services below.

Information that you enter into the BTA software for analysis is encrypted and secure to the best of current technology. Capital Valuation Group will hold all user-entered data in confidence. User-entered data will not be shared or used by Capital Valuation Group for any other purpose beyond the user-requested analysis performed by the BTA software.

Base License Plan
$395/per BTA

You will enter 3-5 years of your client’s financial data and interpret results in preparation for your client meeting.


Advisor Company Name

4-pack License Plan
$1,350

(15% savings)

You will enter 3-5 years of your client’s financial data and interpret results in preparation for your client meeting.


Advisor Company Name

8-pack License Plan
$2,550

(20% savings)

You will enter 3-5 years of your client’s financial data and interpret results in preparation for your client meeting.


Advisor Company Name

Unlimited Single User License Plan (Annual)

Contact Us for additional options.


Advisor Company Name


Add 3 Users

Add 10 Users

Additional Services

Concierge
+$300/per BTA

Short on time? Our BTA team enters 3-5 years of uploaded financial data and as the business advisor, you interpret results in preparation for client meeting.



Advisor Company Name

*you must purchase base license first

Interpreting Data & Benchmarks
+$300/per BTA

Schedule a 1-hour work session with a BTA team expert to interpret results in preparation for your client meeting.



Advisor Company Name

*you must purchase base license first

 

Sample Reports


Information that you enter into the BTA software for analysis is encrypted and secure to the best of current technology. Capital Valuation Group will hold all user-entered data in confidence. User-entered data will not be shared or used by Capital Valuation Group for any other purpose beyond the user-requested analysis performed by the BTA software.

We use cookies to personalize and improve your experience with our website. You may opt-out of the use of cookies. Learn more in our Privacy Policy.