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ValuationUp.com for advisors

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ValuationUp helps accountants and business advisors make more money.

We provide a rapid, accurate assessment of business performance and valuation that helps advisors get to the core issues quickly, build trust and quantify how much value you can bring to your client.

Our analysis needs (1) the choice of specific benchmarking industry (2) capture of the most recent income statement and balance sheet and (3) answers to a quick survey around strategy, risk and growth. Results are available in an instant.

Output includes a ±65 page, investment grade report that carries your brand and your clients'. Our web interface allows you to build custom scenarios and explore 'what-ifs'.

We help you reduce the cost of sale so you can sell to more clients. By demonstrating the value you can bring, we help you sell on a value-sharing basis which means that you can make significantly more money.

Our baseline analysis (which includes calculation of current valuation and full potential, but excludes the route to achieve it) can be offered to unlimited clients for only $199 pm.

Should a client wish to understand how to achieve full potential, then they can upgrade for $100.

As the advisor, you can sell our reports for profit and/or you can sell the value you bring in your advisory capacity (as quantified by us). It's a great deal which you can try free for 14 days.


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ValuationUp.com for advisors

  1. 1. We help business advisors & accountants make more money 1 ^
  2. 2. ValuationUp.com does the financial analysis and benchmarking that helps advisors quickly get to the core of their clients issues. We help you establish credibility, build trust and quantify the value you will bring. You win more clients with reduced cost of sale and charge more for your advice. 2
  3. 3. We answer 8 questions designed to show clients where and how you add value 3 1. How attractive is their business to investors? 2. How well is it currently being run? 3. Can it survive a knock? 4. Will it be around in a year? 5. How fast can it grow? 6. What’s it worth now? 7. What could it be worth? 8. How best do you get it there?
  4. 4. 4 A Discounted Cash Flow Valuation shows what a business is worth, based on its expected future cash generation and associated risk. ValuationUp.com projects financials 5yrs into the future in an instant. Unlike other valuation methods, only a DCF accounts for the expected future of the business and allows one to understand how operational improvements affect value. Our report starts with the Valuation of the business as it is today - from which point one must improve cash flows and reduce risk
  5. 5. 5 Full potential is based on the cash flow effects of the business achieving the same level of performance as the top 25% of it’s specific industry peers, across a variety of metrics. We compare the performance of each business to our database of ±1 Million financial statements across over 1100 specific industries. We also show what a business could realistically and achievably be worth at full potential
  6. 6. 6 The gap between current value and full potential, demonstrates the value you can bring to the client and greatly affects how much you can earn
  7. 7. 7 When your client invests in your services you can then reveal the key focus areas that they need to work on to achieve their full potential Note that results are unique to each business in each industry.
  8. 8. 8 Advice must be implemented – so each focus area can be assigned to a responsible person with deliverables set and progress tracked
  9. 9. 9 Make an impression with ±65 page investment grade, branded report that provides an in- depth analysis of a client’s business
  10. 10. Testimonials 10
  11. 11. “ValuationUp.com is Bain/McKinsey in a box” 11 Pavlo Phitidis Aurik Investments
  12. 12. “especially useful for identifying which factors drive business value and where to focus efforts” 12
  13. 13. “Financial insight for high level growth.” 13
  14. 14. “…changes the numbers game for todays entrepreneurs.” 14
  15. 15. “Super useful to us…in showing clients what they need to do” 15
  16. 16. 16 ValuationUp.com provides unbeatable value and is designed to help you make more money • Offer unlimited clients our Baseline analysis for only $99 pm. – This shows them what they’re worth now and what they could be worth, but the focus areas to achieve full potential, are hidden. – You get to show the value you can bring without giving anything away. – The Baseline analysis can easily be charged at $500+ per client and/or you can use it to convince clients of the value you bring and win lucrative value-based advisory work. • Upgrade each client to the Full Potential Achievement Plan (where they see the specific focus areas needed to achieve full potential) for only $100. – You work with each business to help them achieve the goals set out in the full potential achievement plan.
  17. 17. 17 So, how much money can you make? • Sell each client our Baseline analysis for $500+ – Say you do 1 Sale per month, that’s $6,000 per year – Our fees are $99 pm – You make $4,812 • Advise your clients on how to achieve their full potential – Say our analysis shows your client how to increase their cash flows in year 1 by $1,000,000 – You charge about 1/10th of this to work with them to achieve it. Say $100,000 – They get a return of 10x investment – You pay only $100 for the full potential analysis per client. – You make $99,900
  18. 18. Start a free 14-day trial now https://www.valuationup.com/register Includes access to a full demo and sample report. Support: gareth@valuationup.com +27 83 274 8678 18 Want to make more money? Start a 14-day trial for your advisory business now. You have nothing to lose and everything to gain.

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