BTA+Valuation
Product Description
About this Product
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.
About Capital Valuation Group, Inc.
Every financial plan for a business owner pivots on the answer to the question "what is the value of the business?" Capital Valuation Group, has focused solely on business valuation for 45 years and has valued thousands of companies in the U.S. Our firm developed the BTA+Valuation tool to help advisors build meaningful financial plans and communicate more confidently with business owners.
Product Details
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More info about us
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.