HOW WE HELP: CPAs/ADVISORS
Industry Intelligence for the Modern Advisor
Grow your client base and increase satisfaction through our 400+ industry reports and step-by-step approach to industry specialization. Advisors of all types leverage Vertical IQ to:
Prepare for Client Meetings
Save time becoming an expert by quickly getting up-to-speed on key facts, financial and valuation data, industry news, trends, and more.
Demonstrate Knowledge and Expertise
Offer clients deeper conversations through learning about how their business competes and sets itself apart.
Discover New Industry Specialties
Expand your firm’s expertise by researching and learning the ins and outs of new markets — whether it’s with restaurants, real estate, manufacturing, or others.
Incorporate external research into business valuations, audits, presentations, and other documents.
Why All Types of CPAs & Advisors Love Vertical IQ
Saves time with a vital tool transitioning from task-based relationships to trust-based advising.
Provides relevant, industry-specific information for websites, campaigns, presentations, and collateral.
Equips business valuators with the external information needed to suffice regulation requirements
Reinforces your firm’s brand reputation through expanding knowledge and credibility with current and future clients.
Helps new associates gain confidence and credibility in your industry focus areas while still having time to maintain everything else in the office environment.
Understand the risks, trends, cash flow, and financial challenges inherent to partnering with niche businesses of all types.
DISCOVER THE POWER OF KNOWLEDGE
Discover the power of Vertical IQ — request your FREE demo.