Credible, 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.

Valuation Services and M&A Support

Navigating the financial landscape for your high-net-worth clients often requires a deep understanding of their private business values. Furthermore, buy-and-sell policies need to be based on realistic business values as prepared by an independent business valuer. Our Valuation Services provide the necessary independent calculations, summaries and reports that can bridge gaps when needed. Additionally, our M&A Support can be invaluable when your clients’ requirements extend beyond your expertise.

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.

Worth.Business creates value for
professionals in financial services

  • Buy-and-sell insurance

  • Portfolio restructuring

  • Wealth planning

  • Investment planning