CPAs: Expand your Practice with Value Creation

Let’s face it, financial audits and tax preparation are becoming increasingly commoditized. Clients increasingly see these services as transactional and continue to put more price pressure on the firms they work with.

Incorporating exit planning services into your practice creates another way to create value for your clients and earn your trusted advisor status, but you’ll need help to get there.

The Value Recon Algorithm™

CPAs have unique visibility into their client’s business practices and financial records—and as a result are perfectly positioned to turn that insight into long-term value creation with the right tool.

Value Scout’s Value Recon Algorithm™ takes financial data and assigns an accurate value to each initiative in just a few clicks, making it easier than ever to reach your value milestones and gain momentum toward your value creation targets.

Generate More Leads with Less Effort

If you’re new to Exit Planning, you may be anxious to get the ball rolling with new clients. Value Scout’s free assessment tool allows CPAs to find good-fit leads, foster client relationships, and gauge interest in exit planning quickly and easily.

Leverage our assessments through your own personal portal, and start every new business conversation with a meaningful discussion about value. Join a community of like-minded peers to network and share deal flow.

Cloud-Based Value Assessment

Let’s be honest, who has time for that 50-page valuation questionnaire? Value Scout is bringing traditional business valuation into the 21st century, starting with a cloud-based value assessment.

More importantly, Value Scout pinpoints the gap between what the business is worth now, what your client needs it to be worth to retire, and suggestions for how to close the gap. It’s the ideal tool to complement your traditional accounting services.

Customized Exit Scenarios

Not all Exit Scenarios are straight out-of-the-box for everyone. There is some tailoring involved to fit your businesses needs

Graphic Displays

Value Scout’s Exit Modeler offers future views into your progress. Now you can see ahead of time if the plan you have in place is right for you.

Value Scout Matrix™

As you determine the issues you need to fix in your enterprise, you can rank them to help determine the easy wins you need to minimize future wasted efforts.

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Exit Planning 2.0 Manifesto

These are our indelible beliefs. This is how we add depth and meaning to our clients and their companies. This is what we think it takes to be a trusted advisor to entrepreneurs. THIS IS WHY YOU ARE HERE.

Insights on Growing
Business Value
Valuation Basics: Earnings, Growth, Risk

Understanding the value of your business is critical especially when you’re planning for the next phase — be it to merge, sell, raise capital, or even simply to convert the organization from C-Corp status to S-Corp status for tax purposes. Naturally, we pay most attention to the first two.

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