Are you an Advisor to Business Owners?
Partnering with Blue Sky Business Resources can help you achieve and maintain your "Most Trusted Advisor" status in several ways
Be the Most Trusted Advisor
The most trusted advisor is an essential resource for any business owner. This is the advisor that a business owner goes to first when contemplating major initiatives or weighing all decisions of significance. The most trusted advisor is the one partner that a business owner would never consider leaving, because they have been together through thick and thin.
In our relentless pursuit of extraordinary outcomes for business owners and their stakeholders, we know that it all begins with the advisory team. With that in mind, we have created a portfolio of resources that put you in the position to establish or strengthen your position as the most trusted advisor.
Value Added Services
When trusted advisors work in partnership with Blue Sky, they have a third-party advocate to support and reinforce the need for value-added services that your firm offers. Depending on your specialty, below are a few of the most common value added services that our partners find themselves consistently performing.
CPAs
Reviewed/Audited Financials
GL clean-up
Working Capital Management
Tax Advisors
Estate Planning
Operational Tax Mitigation
Corporate Gains Mitigation
M&A Tax Structuring
Attorneys
Estate Creation
Contracting Management
Preliminary Due Diligence
Corporate Restructuring
IP protection
Financial Advisors
Estate Planning
Legacy Planning
Present Wealth Position
Lifestyle and Wealth Planning
Business Bankers
Increased Capital Lending
Improved Underwriting
Faster SBA Processing
Tools to Facilitate Success
We appreciate that your book of business is hard earned, and our focus as an alliance partner to your practice is to add value and support your growthIn both new business acquisition and growing revenue with your existing clients in a value-added way. We are committed to earning our seat at the table by providing you with substantial resources and support. The following is a brief overview of the resources we can bring to bear for your firm:
Client Resources
- Business Readiness Survey (Free & Co-Branded)
- Key Opportunity Assessment (Free & Co-Branded)
- Business and Market Strategy Guide (Subscription)
Firm Resources
- CE Courses (Free to your firm with partnership)
- VIP Education facilitation for select clients (Collaborative)
- Access to our Alliance Network