Use this 10 minute Engage interview as routine part of client meetings to uncover additional service opportunities...
Provide your client with data to make an informed decision about engaging your services.
60 Engage interviews included with your CoreValue Advisor license
Begin maximizing Enterprise Value with your clients today.
I started making a profit on CoreValue® from day 1 in my M&A practice. My ROI is already 12X, absolutely outstanding. And with CoreValue®, I spend less time screening businesses and getting them ready to market – instead I'm getting more quality deals done.
- Chad Morissette, CEO, Mor-Liquidity Mergers and Acquisitions
CoreValue is spot on! The value we calculate using our traditional valuation methods is consistent with the enterprise value generated by CoreValue®, but with CoreValue® we have clearer understanding of the drivers of value, and how to make the business worth more. I’d never seen a product that could do that.
- Ron Everett, Managing Partner, Business Valuation Center
Offering CoreValue® has furthered our reputation as a progressive and evolutionary consulting practice that sees the big picture and looks beyond the balance sheet. CoreValue® has been instrumental in our success.
- Candace Enman, President, WelchGroup Consulting
CoreValue is going to be a great tool for us. The software gives you a road map. It’s alive and interactive and you can update it with your client’s improvements
- Tom Decosimo, Principal, DECOSIMO
CoreValue® has become my own business development engine. The software has helped my clients better use their time and money to solve business problems. And they relied on me to help them all along the way.
- Dan McMahon, CPA, Integrated Growth Advisors
CoreValue® has elevated my value as a business advisor. Now I can offer a credible valuation and consultative process to improve enterprise value. As a result, my practice has become notable and the relationships I forge using the tool have deepened.
- Sally J. Boyle, CFP, ChFC, CLU. Owner, Boyle Wealth Planning
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