michael.pendergrass
Acronym
Capital Valuation Group, Inc.
Product ID
BTA-Valuation
Description

The BTA+Valuation tool helps advisors work with business owners to use financial statements to understand business trends and arrive at a reliable business value for financial planning:

Images
Features

The BTA+Valuation tool helps advisors work with business owners to use financial statements to understand business trends and arrive at a reliable business value for financial planning:

  • Access industry data, benchmarking and call prep questions.
  • Summarize company’s’ financial trends and unlock insights.
  • Reliable business valuation for financial planning.
Vendors
Capital Valuation Group, Inc.
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Financial Planning
Research & Analytics
Ad Hoc Tags
DoubleClick Tags

Read more about Schwab's privacy policy.

Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").

Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

© 2026 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.