Identifying Your Ideal Client
If your marketing is not delivering your ideal client you’re not in control of your marketing, it’s in control of you.
If your marketing is not delivering your ideal client you’re not in control of your marketing, it’s in control of you.
Most business owners want their advisor to have a deeper understanding of their business and their problems, rather than someone who just “checks in.” Value Scout’s dashboard and messaging tools make it easy to have deeper and more meaningful conversations with your clients about business value, future growth, and retirement. Value Scout’s Dashboard features provide …
Get a Birds-Eye View of Your Success with Value Scout’s Dashboards Read More »
Smart Valuation: Algorithm Powered, Human Reviewed If you want to start planning for an eventual exit, the place to start is understanding the company’s current value. Traditionally, that process requires a lot of math, a lot of experience, and a lot of dollars. Value Scout changes the game. Our valuation solution is the perfect blend …
Simplify the Valuation Process with Value Scout’s Smart Valuation Read More »
Over the course of thousands of client interactions one statistic stands out above all others: entrepreneurs drastically overestimate the value of their company. It’s not surprising, of course.
Protecting the financial health and value of the business requires a proactive approach. To increase the transferable value of your business, it is important to plan for it.
Annual and quarterly plans get built—and ignored—all the time. With Value Scout, you can assign each objective and initiative a target value and align your goals against long-term value creation in bite-sized increments. When the actual value is assigned to objectives and initiatives, it becomes much easier to keep your eye on the prize: a …
Be Proactive and Create Achievable Tasks with Value Scout’s Planning Tools Read More »
Whether you’re an old hand at exit planning, or a newly-certified CEPA looking to expand their practice, a common struggle is finding a tool (or set of tools) that makes it possible to actually do the work of planning exits. The fact of the matter is that the current value of just about any company …
Value Recon: The Ultimate Cheat Code for Advisors Read More »
Do you think your involvement in every aspect of your business builds your company’s value? If so, what will happen if you cannot run your business?
Your client might have many competing ideas to improve business value. But which ones will accelerate value with minimum possible effort? Prioritizing your ideas is critical to achieve big wins with the least amount of effort possible. Here’s how.
The purpose of a business is to create value. A business fails when it isn’t able to create value for both owners and customers. Let’s examine the factors that lead to this failure.