Business Transition Solutions

Ownership Transitions for Independent Financial Advisors

BTS Valuation Calculator - $425 for 6 months unlimited access

Your retirement may depend on what your company is worth. How can you build that value in the time you have left as an owner?

This is an on-line solution that offers quick, inexpensive, yet meaningful results accepted by most Broker Dealers to determine an affiliate's qualifying for reward programs. The calculator generates a report to give the business owner an understanding of the factors used to determine value that they in turn can use to drive the growth of their practice. It is an excellent, cost effective solution when annual valuations must be completed.