Looking to sharpen your advisory edge?

Sawtooth’s Advisor Support Service
is the solution you’re looking for!

Sawtooth’s Advisor Support Service is designed to remedy these all-to-common service deficiencies simply by following the Golden Rule. But that’s where Sawtooth Advisor Support Service starts.

Imagine if you had a business valuation expert on call...

As an advisor, you probably have met a few business valuators before.

  • How easy was it to talk with them?
  • Were they willing to take the time to listen to you and understand the need?
  • How quickly did they respond?
  • Were they willing to deliver value to your clients without exorbitant fees?
  • How much confidence did you have in their work product?

Elevating your value delivered...

I have over two decades of experience in providing valuation insights to management teams and board of directors of privately held and publicly traded companies. My work has routinely been reviewed by discerning executives, board directors, private equity principals, audit and law firms, the IRS, and the PCAOB/SEC.

CFA, CVA, FEA, CEPA
MS Finance
MS Accountancy & Taxation

Here’s what others have said about working with me:

"Jeremy's meticulously thought-out and comprehensive approach facilitates our decision-making, and his personalized attention has made for a highly beneficial relationship for Cryoport."

Robert Stefanovich

SVP, CFO and Treasurer

"[Jeremy] is the first person I turn to help me walk alongside Clients who need a reliable read on their business value."

Mark Vincent

PhD EPC, Executive advisor

In an intensely competitive market, the imperative for all advisors is to elevate the value delivered to clients. Not just what is expected, but to go above and beyond. I’m in the same boat as you and I’ve built my career on that guiding principle.

With that mindset, I want to stand beside you in educating your client on the value of their business. Here are some examples of what we can do together:

  • Address your clients’ questions on business valuation issues.
  • Take a proactive approach and initiate in-depth conversations on business value with your clients to kick-off planning opportunities.
  • Provide robust analyses that elevate your standing as a strategic advisor to your clients.
  • Solidify your role in helping clients realize their retirement and legacy goals.

To ensure the highest quality of service, I’m limiting this offer to 10 advisors at a time.

YOUR INVESTMENT…

You’ll get:

  • Access to a business valuation expert to discuss valuation issues impacting your clients.
  • Periodic valuations of your clients’ businesses.
  • The option to brand the analysis as your own.
  • Potential additional revenue from mark-ups on deliverables and fee splitting on other valuation engagements.
  • A partner in educating your clients.

For all that:

  • Your investment starts at $2,000 per month, billed quarterly —a fraction of the cost of bringing on-board a seasoned professional and the required data subscriptions to complete the work.
  • You’re not locked into a lengthy contract. Cancel after the first quarter if the service doesn’t deliver value to you. No questions asked.

HOW TO GET STARTED:

Begin transforming your advisory services today

Email me for details that WILL elevate your practice.

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