Value Scout: The Ultimate All-in One Tool for Advisors

Exit planners know that the traditional exit planning model is broken. Old school approaches fall short because they don’t solve for the central problem in exit planning–value creation. To be successful at this work we have to stop thinking of ourselves as exit planners, and start thinking of ourselves as value creators. Value Scout is the world’s first value creation platform built to help advisors and exit planners lead more of their clients to successful exits.

Accelerate and Execute Value Creation

The Value Scout planning toolset helps pinpoint your value growth targets and your value gap, then uses that data to create an actionable plan of attack. Turn long-range plans into annual goals and quarterly rocks. Assign each initiative a target value and align your leadership team against long-term value creation in bite-sized increments, and easily track client progress.

Generate More Leads

Value Scout’s free assessment tool allows advisors to find good-fit leads, foster client relationships, and gauge interest in exit planning. 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.

Performance Metrics at your Fingertips

Value Scout’s advisor dashboard brings accountability front and center. Easily track ALL of your clients’ progress in context to quickly determine who’s on track and who may need some extra attention. You can also measure your performance as an exit planner versus your industry peers, which makes it easy to market yourself as a high performer.

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.

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Personal Aspects of Exit Planning

Let’s talk about the more personal aspects of exit planning. These insights are something you can’t get from a webinar or class but come from a long history of successful exits and happy entrepreneurs.

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