Empowering Advisors to Unlock Business Owners' Full Potential
Used on 40,000+ businesses, our proven framework and proprietary analytics makes it easy for Advisors to offer valuable business insights. Start your road to stronger client relationships here.
With the ValuCompass platform, Advisors gain the expertise and credibility that foster lasting relationships built on trust. We use technology to the Advisors advantage—making it easier and faster to understand business owner needs.
Discover
Our Flagship Evaluation Tool
Discover rapidly assesses a business across 18 key value drivers. It calculates Potential Value, Enterprise Value, value gaps, and priority areas in 15-20 minutes.
Developed at MIT. Provides our proprietary Enterprise Value metric. Opens the door to further services.
Identify growth opportunities and pinpoint risks. Quantify current and potential value. Most importantly, start trust-based conversations with owners.
PROTECT
Integrate the Business with the Personal
Protect assesses the owner's largest asset - their business - and intertwines it with their personal and family situation. It bridges the gap between business and personal finances.
Performed in 30 mins, Protect analyzes personal and business risks holistically.
Develop an integrated understanding of financial risks and insurance gaps.
ENTERPRISE ENGAGEMENTS
For complex organizations, we offer partnerships that make us an integrated guide in your Advisor’s success.
We fully onboard you onto our proprietary platforms and tools, while connecting you with seasoned advisors for guidance. Together, we build a bench of experts across key disciplines. [EDIT AND UPDATE]
Scott Barth,
CEO At AscendBIZ2
"When a owner client takes the Discover Assessment, a couple things happen; the Discover Report adds value quickly and helps to establish credibility by systematically looking at their business."
Rick Scruggs, Principal Financial Designs
"It's not complicated, doesn't take weeks or months, and doesn't have outrageous fees. ValuCompass is the heart and soul of what we are doing with our private and family business practices today."
