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U.S. Financial Advisors and bizownerHQ Announce Strategic Relationship To Provide Business Valuation Platform to CPA Firms
U.S. Financial Advisors, LLC (USFA) and bizownerHQ today announced a strategic relationship to offer bizownerHQs business valuation services through USFAs CPA Affiliate Network. The relationship will enable Affiliates of USFA to accurately, quickly and cost-effectively advise their business clients and prospects on the many of financial planning issues that are tied to firm valuation.
U.S. Financial Advisors and bizownerHQ Announce Strategic Relationship To Provide Business Valuation Platform to CPA Firms
U.S. Financial Advisors, LLC (USFA) and bizownerHQ today announced a strategic relationship to offer bizownerHQs business valuation services through USFAs CPA Affiliate Network. The relationship will enable Affiliates of USFA to accurately, quickly and cost-effectively advise their business clients and prospects on the many of financial planning issues that are tied to firm valuation.
USFA specializes in helping CPAs develop a multi-disciplinary practice by integrating personal and business financial services into the accounting practices. The USFA program guides CPAs through a process of transitioning from serving solely as a tax advisor to an expanded role of Personal Financial CoachÔ" to clients, providing guidance and consultative services on all financial matters, both personal and business.
bizownerHQ uses expert systems technology and the most detailed business valuation databases available to streamline dramatically the traditional business valuation process. Using bizownerHQs Internet-based system and expert phone consultation, professional advisors can inexpensively obtain a reliable, 50+ page valuation report reflecting the industry and local conditions of a business located anywhere in the United States.
bizownerHQs accurate and cost-effective valuation services will further USFAs mission of providing our affiliates with the best products and services to profitably diversify their financial planning practices," said John Napolitano, USFAs chairman and founder. bizownerHQ is unique in the valuation marketplace in that it offers the full spectrum of valuation services, from valuation estimates for basic financial planning engagements to comprehensive, multi-method valuations for an IRS estate or gift tax return."
"This is an exciting relationship for bizownerHQ as we will be able to work with USFAs well-established network of CPAs who are also financial planning professionals," said Matt OConnor, bizownerHQs Vice-President of Business Development. "We believe that USFAs Affiliates, who can offer the unique combination of financial advisory and accounting services, provide business owners with a powerful advantage as they plan for key business life events."
About USFA. U. S. Financial Advisors, LLC (USFA), of Braintree, MA specializes in affiliation and consulting services for CPAs who wish to integrate personal and business financial services and products into their practices. The USFA prescriptive program guides CPAs through a process to become Personal Financial CoachÔ to clients, providing guidance and consultative services on all personal financial matters including:
- Comprehensive financial planning
- Mutual funds, stocks and bonds
- Professional asset management services
- Retirement and group benefit plans
- Annuities and life insurance
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About bizownerHQ. bizownerHQ, based in Lowell, MA, provides business valuation services nationwide through its Valuation GURU® expert system, proprietary databases, and secure Internet platform. For more information visit www.bizownerHQ.com
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