PRICING

Economy Membership

Great for small businesses that need a quick annual valuation with minor exit goals.

Minimum seats: 3

Includes:

Current Market Value Estimate

Financial Performance Dashboard

Annual Valuation Update

Recommendation Engine

Standard Membership

Ideal for medium to large businesses looking to create value for their enterprise.

Minimum seats: 5

Includes:

Current Market Value Estimate

Financial Performance Dashboard

Annual Valuation Update

Recommendation Engine

Exit Modeler

Personal Readiness Assessment

Personal Financial Position

Findings: Keep Track & Prioritize all Work Undone

Value Recon™: Calculate Value for Every Initiative

Quarterly Planning Tools

Annual Planning Tools

Pro Membership

A perfect fit for companies looking to maximize value creation and exit on their terms.

Minimum seats: 5

Includes:

Current Market Value Estimate

Financial Performance Dashboard

Annual Valuation Update

Recommendation Engine

Exit Modeler

Personal Readiness Assessment

Personal Financial Position

Findings: Keep Track & Prioritize all Work Undone

Value Recon™: Calculate Value for Every Initiative

Quarterly Planning Tools

Annual Planning Tools

End of Period Disposition Workflow

End of Period Retrospective

Weekly Check-In

Value Scout Pricing

Economy Membership

Standard Membership

Pro Membership

Business Value Estimate

Current Market Value Estimate

Financial Performance Dashboard

Annual Valuation Update

Quarterly Valuation Update

Personal Planning Matters

Exit Modeler

Personal Readiness Assessment

Personal Financial Position

Value Creation Planning

Recommendation Engine

Findings: Keep Track & Prioritize all Work Undone

Value Recon™: Calculate Value for Every Initiative

Quarterly Planning Tools

Annual Planning Tools

End of Period Disposition Workflow

End of Period Retrospective

Weekly Check-In

Advisor Partner Tools: Included with Every Advisor Account

Smart Stats: Compare Your Portfolio to Peers

Summary View of All Client's Performance

LeadGen Tool: Value Creation Estimate (Coming Soon!)

Value Scout Pricing

Economy Membership

Standard Membership

Pro Membership

Business Value Estimate

Current Market Value Estimate

Financial Performance Dashboard

Annual Valuation Update

Quarterly Valuation Update

Personal Planning Matters

Exit Modeler

Personal Readiness Assessment

Personal Financial Position

Value Creation Planning

Recommendation Engine

Findings: Keep Track & Prioritize all Work Undone

Value Recon™: Calculate Value for Every Initiative

Quarterly Planning Tools

Annual Planning Tools

End of Period Disposition Workflow

End of Period Retrospective

Weekly Check-In

Advisor Partner Tools: Included with Every Advisor Account

Smart Stats: Compare Your Portfolio to Peers

Summary View of All Client's Performance

LeadGen Tool: Value Creation Estimate (Coming Soon!)

Value Scout Pricing

Business Value Estimate

Current Market Value Estimate

Financial Performance Dashboard

Annual Valuation Update

Quarterly Valuation Update

Personal Planning Matters

Exit Modeler

Personal Readiness Assessment

Personal Financial Position

Value Creation Planning

Recommendation Engine

Findings: Keep Track of all Work Undone

Value Recon™: Calculate Value for Every Initiative

Quarterly Planning Tools

Annual Planning Tools

End of Period Disposition Workflow

End of Period Retrospective

Weekly Check-In

Advisor Partner Tools: Included with Every Advisor Account

Smart Stats: Compare Your Portfolio to Peers

Summary View of All Client's Performance

LeadGen Tool: Value Creation Estimate (Coming Soon!)