There are two critical factors for a successful merger: cultural....
Read More >>Value Scout: The Ultimate All-in-One Tool for Advisors
Exit planners know that the traditional exit planning model is broken. 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.
Go Beyond Exit Planning
Value Scout is where value creation meets long-term planning.
Everyone wants to sell their company for the highest price point. But where to begin? With Value Scout, you can quickly uncover your current business value, identify what’s blocking growth, and outline both short and long-term strategies to meet your value goals.
Insights on Growing Business Value
