Once a business owner consents to share their information, the advisor gets full visibility into everything shared — including valuation and analysis reports — as soon as they become available. There's no separate waiting period or review step on the advisor's end.
When are completed valuations visible to the referring advisor?
Advisors see a client's valuation and analysis reports as soon as they're available, once the client consents to share.
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Written by Hallie Porterfield