Quick Online Assessment

Quick Online Assessment

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Our online practice assessment was designed for advisors who are interested in exploring our services but don't know where to begin. This assessment requires less than 20 minutes and is meant to provide a high-level overview of the advisor's practice to identify strength and weaknesses. The KMG team will then make recommendations to help you determine if our services are right for your business.

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Business Valuation

Business Valuation

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We have spent years customizing our Business Valuation reports to highlight the most important factors in determining a business's value. Our report is meant to provide insight rather than numbers so that we can help empower the business owner to make meaningful decisions. Business Valuations can be purchased here.

Advisor MeetSheet™

KMG Advisor Meet Sheet™

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The Advisor MeetSheet™ is an advisor-facing document prepared by our Outsourcing Department. Advisors who engage with us for Outsourcing of Client Meeting Preparation will receive one of these for each meeting. Advisors have the ability to custom-tailor this report to their own preferences. You can learn more about our Outsourcing Client Meeting Preparation Services here.