Unlock Client Loyalty with Strategic Business Valuation Knowledge

True Value: What Financial Advisors* Should Know About Business Valuation
By Dr. Sara Stolberg Berkowicz and Dr. Stanley J. Feldman
*and Other Professionals

Are You Prepared for the Next Wave of Client Transitions?

Millions of business owners will switch financial advisors in the coming decade after cashing out of their businesses. Are you ready to keep your clients loyal when they need you most?

True Value is the essential guide for financial advisors and professionals who want to:

• Understand the strategic importance of business valuations
• Advise business owners before, during, and after liquidity events
• Build trust by demonstrating competency at critical moments
• Prevent client attrition after business transitions

Why Business Valuation Knowledge Matters:

Business valuations go beyond numbers—they’re about understanding a company’s potential, preparing for unexpected events, and positioning clients for long-term success. Yet, many advisors overlook this crucial skill, putting valuable relationships at risk.

What You’ll Learn:

• The vital role of business valuation in the advisor-client relationship
• Key definitions and methods—no accounting background required
• Common pitfalls when owners don’t get the right advice
• Real-world case studies that illustrate successful transitions