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True Value: What Financial Advisors* Should Know About Business Valuation
Millions of business owners will switch financial advisors in the next ten years after they cash out. How can financial advisors prevent their clients from leaving? Understanding business valuations can be the key.
Business owners need guidance from financial advisors on how to position their business for success and what to do with the proceeds. They must always be prepared for situations such as divorce, unsolicited offers to sell, and health scares. Business valuation reports appraise a company's current and future prospects. Yet, financial advisors are uneducated about business valuations and their strategic employment; this ignorance can cost advisors their relationships with clients after liquidity events.
True Value explains how to understand business valuations from a strategic point of view - what they can do for the business owner, and how financial advisors can build trust and connection by showing competency at a critical time in the business cycle.
Readers will NOT learn how to value a business. Rather, they will become knowledgeable about definitions and methods. They will see how business transitions can fail when owners don't receive the right help from trusted advisors. Case studies illustrate concepts with no prior accounting background required.
True Value is the ideal book for financial advisors, students, practitioner study/book groups, and other professionals who deal with business owners such as attorneys, therapists, judges, mediators, and accountants.
Business owners need guidance from financial advisors on how to position their business for success and what to do with the proceeds. They must always be prepared for situations such as divorce, unsolicited offers to sell, and health scares. Business valuation reports appraise a company's current and future prospects. Yet, financial advisors are uneducated about business valuations and their strategic employment; this ignorance can cost advisors their relationships with clients after liquidity events.
True Value explains how to understand business valuations from a strategic point of view - what they can do for the business owner, and how financial advisors can build trust and connection by showing competency at a critical time in the business cycle.
Readers will NOT learn how to value a business. Rather, they will become knowledgeable about definitions and methods. They will see how business transitions can fail when owners don't receive the right help from trusted advisors. Case studies illustrate concepts with no prior accounting background required.
True Value is the ideal book for financial advisors, students, practitioner study/book groups, and other professionals who deal with business owners such as attorneys, therapists, judges, mediators, and accountants.
273 pages, Kindle Edition
Published November 20, 2025
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