Introducing Spectre Team
Master the Value Scout platform at one of our upcoming Spectre Team Training Sessions. Learn how to use Value Scout to grow your practice, drive value creation with clients, and deliver your services at scale.
The model of traditional exit planning is failing. If we’re going to be successful at this work, we have to change the way we think. The way we interact. The way we work with clients. And, the way we behave. We have to stop thinking of ourselves as exit planners and start thinking of ourselves as value creators.
Value Scout was born from the need to revolutionize this industry to solve for the needs of advisors and their entrepreneur clients.
By joining Value Scout’s Spectre Team, not only can you help clients build more valuable companies, you can also:
- Win more work
- Retain clients longer
- Scale your practice
At the Spectre Team Training Sessions, You'll Learn How to:
Leverage the Value Scout platform to win more good-fit clients and improve your marketing efforts
Use advisor tools to increase efficiency, allowing you to increase your billable hours by spending less time crunching numbers
Utilize the Value Scout toolset with practical lessons from industry experts that use the platform every day
Retain your clients longer than the initial "triggering event" making each engagement more worthwhile
Upcoming Sessions
This course is designed to train the next generation of Value Scout’s Spectre Team and to introduce Value Scout’s “Value First” methodology and to demonstrate how the platform empowers advisors, consultants, and their clients to grow meaningful value for their enterprise.
Value Scout’s Spectre Team *NEED COPY ABOUT HOW WE WANT TO INTRO SPECTRE* are for all professionals that are involved in the work of value creation–from Financial Advisors and Exit Planners to Wealth Managers and Value Consultants.
Struggling to retain clients after the “Triggering Event?” This program will help you understand how to use the Value Scout toolset to bridge that gap and increase overall client value.
In this course, you’ll learn to:
- Develop, deliver, and coach clients through Annual & Quarterly planning
- Stress test exit objectives to determine the best course, backed by clear data
- Maintain meaningful involvement with your clients (and demonstrate ROI) on an ongoing basis.
Raise your game by taking a deep dive into the Value Scout platform. You’ll get practical lessons from experts about the various features and functionality, as well as:
- How to onboard clients and navigate the system
- Best practices for running an engagement with clients
- What to look for when clients are getting off-track (and how to re-engage them to course-correct)
Spectre Team Instructors:
Dan Doran
Founder, Value Scout
As founder of the company, Dan is responsible for product vision and development. As a seasoned valuation expert and M&A advisor, Dan has worked on hundreds of deals across a range of industries. Dan has been named Exit Planner of the Year twice by the Exit Planning Institute. The Value Scout platform is built on the value creation methodologies Dan has developed in over 20 years of practice and in successfully selling his first M&A business
Sara Hartary
Founder & CEO, BizOps Solved
BizOps Solved is the brainchild of Sara Hartary, Fractional COO – Strategy Consultant – Certified Exit Planning Advisor. A former director of professional services and IT Chief of Staff, Sara has honed her methodology, which she and the team at BizOps Solved use to empower clients to make value creation part of organizational DNA. She utilizes the Value Scout platform to help business owners tackle the “What Next?” of effective and sustainable growth without sacrificing themselves in the process.
