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Frequently Asked Questions
for
Family Business Advisors
What are
the benefits of using the Middle Market Business Assessment for advisors and consultants?
There are three powerful advantages for advisors who use the Middle
Market Business Assessment:
- It's a unique business development tool
that differentiates you from other advisors and consultants and
helps you quickly begin delivering tangible value to a new client.
- It's an expert tool that addresses multiple disciplines--so
you don't have to be. This tool will substantially extend your grasp of the issues
involved at the beginning of a consulting or advising engagement, opening the
door to a team approach that will ultimately make your relationship with your
client more successful.
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It's online and automated--from start to
finish, it's completely "push button." After you register a new assessment
case on-line, each participant completes their questionnaire on the web. Next,
you administer and monitor their progress via your own private online control
panel-- it allows you to monitor the status of each participant and manage all
assessments you have in process for multiple clients in one convenient place.
Finally, reports are sent to you via email in PFD format. And best of all, it's
all accessible from anywhere you are--all you need is an Internet connection and
you're in full control. Back to top
What training and/or certification
is required to use the Middle Market Business
Assessment?
None are required. Everything you need to know, including all documentation, is
available on this web site. Please refer to the Middle
Market Business Assessment Knowledgebase.
Back to top
Can I get additional information
from the Middle Market Business Assessment to
use with clients?
The core processing platform that the Middle
Market Business Assessment is built on, the SAGE System, is designed to
aggregate individual data to produce a group perspective of the firm. The accuracy
of the tool depends on receiving accurate input. To ensure the greatest degree
of accuracy and reliability, we guarantee the confidentiality and privacy of each
individual's data. Our product plans include developing additional levels of analysis
that will enable you to add value with your client, but please understand that
the reliability of the analysis depends on maintaining the confidentiality of
each individual's data. Back
to top
How is Solution Sage's Middle
Market Business Assessment different than other business assessment
tools?
- There's no time-consuming
or expensive training--everything you need to know is available at no charge on
this web site
- There's no special software
to install or learn--the administrative control panel makes managing your assessments
"push-button" easy and convenient
- There's no analysis or
report to write--just review the informative 18-page Solution Sage report with
your client. Even the recommendations are conveniently spelled out for the business
so you can immediately begin implementing valuable solutions.
Back to top
When I sign up my clients to use the
Middle Market Business Assessment, what keeps
Solution Sage from offering other products and services directly to them?
We're very clear on that point--Solution Sage does not do that.
- First, Solution Sage does
not offer services of any kind--our business is focused on developing tools that
enhance and add value to your services. You, the advisor or consultant, are our
principal customer.
- Second, as a registered
consultant you will be the first to hear about new products being developed by
Solution Sage, which of course we hope you will want to use with your clients.
Our business model is built around offering a suite of innovative online tools
for family owned and small businesses, of which the Middle Market Business Assessment
is just the first, and which are used by a worldwide network of advisors and consultants.
Our goal is to help you build strong and valuable
relationships with your clients and our pledge is that we will never
jeopardize that trust and relationship by going between you and
your clients. Back to top
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