Set Up a Business - Express Setup
[Tutorial Video] Set Up a Business - Express Setup
What It Is
Express Setup is an easy way to get your clients onboarded to the platform if you do not have their financial information readily available. The platform will ask you for their basic business details, including:
Their top-line gross revenue
Their industry
This information will be used to produce a Benchmark Valuation for their business, and industry benchmarks for six different key financial ratios.
You can get them started with a Benchmark Valuation and provide their financial data for analysis at a later date!
Getting Started
From the Business Clients tab, click the purple Add Business button.
Under Set up a business, click the Begin Setup button.
Click the via Revenue Band button.
Agree to the Terms of Service and Privacy Policy on behalf of your business owner client.
Complete the Business Details page. The industry information that you submit will be used in the valuation calculation, and to provide accurate industry benchmarking.
Next, click and drag the slider to indicate the top-line revenue from your clients most recent fiscal year
Click the Confirm button
Before completing the business setup, confirm that the information provided is correct and hit the Complete Setup button.
The platform will use the gross revenue amount you indicated, coupled with typical profitability rates for their industry, to surface a Valuation Benchmark.
Ready to connect your clients data? Check out this helpdesk article:
My client onboarded using Express Setup. How do I add financials on their behalf?