The Future of All-in-One Software

Stop wasting time tracking down outdated spreadsheets, task lists, and hard-to-read dashboards. Value Scout is an all-in-one SaaS platform that utilizes some of the most sought-after features in popular applications—in just one location.

  • AI Assessments
  • Dashboards
  • Findings
  • Planning
  • Exit Modeler
Expedite Your Yearly & Quarterly Planning With Value Scout's AI-Assisted Recommendation Engine™

Consultants

Cloud-Based Questionnaires

Value Scout’s cloud-based assessments offer advisors and organizations the chance to work in a virtual streamlined environment to answer every question, instantly and accurately.

Value Creation Advisors

Flag Immediate Action Items

Tackle high-priority AI-generated Recommendations right away and organize low-priority items for a later date. No stone is left unturned during the questionnaire process, resulting in a data set you can use right away.

Business Owners

AI-Driven Findings, Reviewed by the Pros

You can rest easy about the accuracy of our AI-Assisted recommendations. A Value Scout analyst double-checks every finding so that you can add new findings to your existing plan with confidence.

Wealth Managers

Dig into Data, Without the Wait

Sick of waiting for communication before getting down to business? With Value Scout, you can immediately access AI-Assisted Recommendations when they’re generated, allowing you to start new conversations about value with your clients right away.

More Features:
Everything You Need to Know About Business Valuations

Growing business value should be part of the exit-planning process from day one—but it all starts with an accurate picture of where your business value stands today.

The business valuation process can be confusing because most people think there’s a cookie-cutter process all companies go through before a number is spat out. This cannot be further from the truth. This eBook breaks down the science of business valuations in an easy-to-read guide. 

Business valuation cover -01
Digital displays give you a birds-eye view of every roadblock, unlocking your path to success

Consultants

Let Your Numbers Do The Talking

Value Scout produces KPIs that help show how your consulting skills stack up against the pack. Show your clients their ROI with measured value that you helped create.

Value Creation Advisors

The Ultimate "Heads Up"

Easy to understand dashboards sort high-priority items, so you never lose track of your next to-do. This topical view means less time spent checking in and waiting on answers. Everything you need to know is at your fingertips. 

Business Owners

Watch your Team Crush It!

In addition to custom-generated AI-Assisted Recommendations, you also have access to our team of analysts, double-checking all initiatives and providing insight you can see right from the dashboard.

Wealth Managers

Assets Under Advisory

Value Scout is about to be your most dynamic secret weapon for acquiring more assets. Our dashboard tools provide a topical view and instant access to initiatives and objectives updates. Is your client making headway against value initiatives? Check progress instantly, without having to wait for answers.

More Features:
Ebook: The Exit Planning 2.0 Manifesto

Traditional exit planning is failing. It’s failing you. It’s failing your clients. It’s failing because it doesn’t solve the central problem business owner faces—the value gap. 

This eBook explores how advisors can become value creators, and how to use the Exit Planning 2.0 Methodology to transform their practice, grow their client roster, and meet the future of financial advising head-on.

Build a Backlog of Actionable Initiatives from your Assessment Data with the Findings Tool

Consultants

Easy Wins to Create the Most Value

Value Scout’s assessments offer organizations the chance to work in a virtual environment—resulting in a digital source of truth to answer any question, at any time, from any member of the team.

Value Creation Advisors

More Home Runs, Right off the Bat

Having a findings backlog at your disposal is like getting the cheat codes to every client. These problem areas determine how you guide your client through their exit journey. Findings unlock value creation right from the start, so start swinging for the fences.

Business Owners

Build the Ultimate To-Do List

Alongside our AI-Assisted Recommendations, you also have access to a to-do list of easy wins with each task tied to real value. Say goodbye to constant stress about the next big thing, use these findings to nail down annual plans with confidence.

Wealth Managers

Get Insight into your Clients' Day-to-Day

Value Scout’s planning tools offer unprecedented visibility into client progress. Identify roadblocks quickly and easily, clearing the way for your clients to hit growth rate targets, resulting in value growth—every time.

Findings

Our cloud-based assessment tools offer a birds-eye view into progress made. Quickly identify high-impact initiatives alongside more granular data, making it easy to prioritize both long and short-term to-dos.

Unlock the Secret to Exit Planning Success

Too often, business owners delay exit planning until they feel they are ready to exit. It’s the advisor’s job to help clients navigate the exit planning process and partner on value creation to boost business value as much as possible before the sale.

Value Scout was built out of the recognition that value creation is the #1 issue that makes or breaks a successful exit plan. This ebook will help start the conversation with your exit planning clients.

Quarterly & Annual Planning Tools Built for Accountability and Transparency

Consultants

Focus on Delivery

Once the algorithm has determined the highest priorities from the backlog, its easy to allocate these tasks into your annual and quarterly plans. So you can spend less time planning and more time doing what you do best, steering clients to a successful exit.

Value Advisor

Get Strategic

Once you’ve determined your value growth targets and your value gap, Value Scout turns up the dial in creating an achievable strategy to get there. Assign each initiative a target value with our Value Recon Algorithm™ and align your leadership team against long-term value creation in bite-sized increments.

Business Owners

Always Have a Game Plan

Traditionally, the process of building out annual and quarterly plans felt like an uphill battle, but with Value Scout’s AI-Assisted Recommendation Engine ™ you can create financial plans with less effort and have more confidence that your enterprise is on track.

Wealth Managers

Collaborative Digital Environment

Say goodbye to ineffective email check-ins about client progress and financial plans. Value Scout’s cloud-based dashboard system ensures that you’re always the first to know if your clients are hitting their planning targets or need some help getting there.

More Features
Everything You Need to Know About Business Valuations

Growing business value should be part of the exit-planning process from day one—but it all starts with an accurate picture of where your business value stands today.

The business valuation process can be confusing because most people think there’s a cookie-cutter process all companies go through before a number is spat out. This cannot be further from the truth. This eBook breaks down the science of business valuations in an easy-to-read guide. 

Make a Successful Exit for Every Type of Business Scenario

Consultants

Generate Custom Baseline Scenarios

As a consultant, you know there’s no “magic bullet” when it comes to engineering a successful exit. Leverage our toolset to create baseline scenarios that you can customize to fit every client, no matter how niche their needs may be.

Value Creation Advisors

Confidently Chart your Exit Path— Every Time

Setting a realistic exit point has always been a numbers game. Value Scout’s Exit Modeler Algorithm™ saves you time and energy by determining the course of action needed to achieve your value goals—in just a few clicks.

Business Owners

Align Business Goals with Business Reality

Value Scout’s Exit Modeler offers charts and displays to help contextualize which goals are realistic and which aren’t. Leverage our data to align shareholders and key decision-makers on the path to a successful exit.

Wealth Managers

Maintain Visibility on Exit Timeline

Achieve real-time oversight and access to a unified view of all clients, company data, questions, and concerns contextualized in one place to identify who’s the closest to the finish line and who could use a hand.

More Features
Unlock the Secret to Exit Planning Success

Too often, business owners delay exit planning until they feel they are ready to exit. It’s the advisor’s job to help clients navigate the exit planning process and partner on value creation to boost business value as much as possible before the sale.

Value Scout was built out of the recognition that value creation is the #1 issue that makes or breaks a successful exit plan. This ebook will help start the conversation with your exit planning clients

FY21_11_03_UltimateGuidetoEPV3 1
});