Credible, online company valuations for financial planners and insurance brokers

Confidently contribute to your clients’ financial wellbeing with sound, informed advice

This is what you do and what your clients expect from you. Risk management and wealth management go hand-in-hand – and credible business valuations are key to both.

High-net-worth individuals (HNWIs) are often entrepreneurs with diverse investments in private companies. These investments form part of their wealth portfolio. As a financial planner, you are trusted with helping them to manage and protect this wealth.

Credible online business valuation platform for when you and your clients need it most

Clients rely on your guidance for important financial decisions. This includes the likes of international restructuring and re-investment strategies, as well as ensuring the necessary business buy-and-sell insurance policies are in place.

It is critical for this guidance to be informed by solid information. This includes knowing the most recent (and accurate) values of the businesses and company shares in the portfolio, based on credible business valuations.

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Accurate, online business valuations. Credible, quick and affordable.

Frequent company and business valuations are imperative to make key strategic decisions.  Traditionally, this can be both cumbersome and expensive – regardless of whether it is conducted internally or externally.

Worth.Business solves these issues through a streamlined online business valuation application, that is quick, concise and incorporates leading valuation methodologies. It just makes so much business sense.

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Worth.Business creates value for professionals in financial services

  • Buy-and-sell insurance

  • Portfolio restructuring

  • Wealth planning

  • Investment planning