1 / 9

Marketing To Business Owners Workshop Session 1: Course Overview

Marketing To Business Owners Workshop Session 1: Course Overview. Presented by: Brad Davidson, President SPARDATA Business Valuation Experts. I:Knowledge BasePresentationsWholesalers2009 Wholesalers. By 5:00pm Today…. Uncover opportunities Referrals from P&C agents

yates
Download Presentation

Marketing To Business Owners Workshop Session 1: Course Overview

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Marketing To Business Owners WorkshopSession 1: Course Overview • Presented by: Brad Davidson, President • SPARDATA Business Valuation Experts I:\Knowledge Base\Presentations\Wholesalers\2009 Wholesalers

  2. By 5:00pm Today… • Uncover opportunities • Referrals from P&C agents • Referrals from CPAs • Referrals from attorneys • Speaking engagements. 8/10/2014 For producer use only. Not for distribution to clients. 2

  3. 27,000 valuations since 1990. • Merrill Lynch “rookie of the year”; I’ve dialed for dollars. • Elected to Annapolis (MD) City Council • Capt. (Ret.), US Army Reserve 8/10/2014 For producer use only. Not for distribution to clients. 3

  4. Self-Introductions • How long in the business? • Who is typical client? • Why are you here today? 8/10/2014 For producer use only. Not for distribution to clients. 4

  5. Why Focus On Business Owners? 8/10/2014 For producer use only. Not for distribution to clients. 5

  6. Why Focus On Business Owners? 8/10/2014 For producer use only. Not for distribution to clients. 6

  7. Hard Lesson LearnedMy muni bond “success” 8/10/2014 For producer use only. Not for distribution to clients. 7

  8. Every Owner Has A Valuation Problem • Owners think business is worth $X; actually worth $2X, $½X etc¹. • Owners don’t know they don’t know (and their advisors don’t ask). ¹2005 SPARDATA study of owners 8/10/2014 For producer use only. Not for distribution to clients. 8

  9. Curriculum 8/10/2014 For producer use only. Not for distribution to clients. 9

More Related