Axiom Valuation Solutions
Lawyers

We provide accurate, fast, and very cost-effective business valuation services that provide a real competitive edge for lawyers in their support of business owners. Our signed valuation services provide high quality, fully documented valuation reports for use in litigation, negotiations, and IRS filings. We also provide expert testimony in support of these valuation efforts. Our value estimate services provide accurate valuation results for use in estate planning, business succession planning, and other strategic activities.

We can help you to extend and solidify relationships with business owner clients.

Too often, business owner clients seek legal advice only after they are in trouble. By offering your customers an annual business checkup including an objective and expert business valuation by Axiom Valuation Solutions, you can establish closer and more pro-active client relationships. Since the value of the business is a central element for business legal issues, such as business succession plans, estate plans, ownership changes, acquisitions, divestitures, etc., the annual valuation check-up helps to bring these issues to the fore in a non-threatening manner.

In addition, the Axiom Valuation Solutions professional report customized for each client comes with your name on the cover page as the sponsor of the report. It’s up to you whether you charge your customer all, part, or none of the Axiom Valuation Solutions valuation fee.

We can help to expand your range of services and potential client base.

Axiom Valuation Solutions offers legal advisors the opportunity to expand the range of services offered into more valuation-related services to existing and potential customers. This can include helping to evaluate possible acquisitions or to design stock option or purchase plans to expand the ownership team. Through our valuation reports, methodology papers, and primers, we provide a detailed and understandable explanation of sophisticated valuation financial analysis.

Most owners have not made adequate preparation for business life events.

We provide a very cost-effective way for you to further the dialogue with existing business owner about them taking more responsibility for exit planning, retirement planning, estate planning, and business succession planning.

The Problem: Our research shows that a majority of business owners are concerned about these issues, but are not sure where to start in confronting these issues. Owners tell us that they are sometimes reluctant to bring in their lawyers on these issues. This is mainly due to owners feeling sufficiently uninformed about the issues to even begin a productive and cost-effective dialogue with their advisors.

Our Solution: Our objective and expert source of information about the value of their business helps to “level the playing field” for owners in their dealings with all of their professional advisors on these topics.

Don’t miss out on this opportunity!

The first wave of entrepreneurs who started the small business boom in the early 1980s has already begun to face important business life issues. This trend will only increase over the next decade, bringing record numbers of business sales transactions, ESOPs, business succession plans, and more. Owners are looking for objective, informed, and cost-effective support. Lawyers that utilize high value, low cost solutions, like Axiom Valuation Solutions Valuation Services, will be able to offer more services to more clients than competitors.

Axiom Valuation Solutions helps you do all this and more

Axiom Valuation Solutions will help you:

  • Increase your involvement in strategic business issues with business owner clients, including fairness opinions in acquisitions, divestitures, or the outright sale of the business.
  • Convince reluctant business owners to move forward on spending money to manage their business life events using objective and expert data, including:
    • Business succession plans;
    • Estate plans including the value of the business;
    • Retirement funding; and
    • Ownership exit planning.