A Complete System that Connects Advisors to Business Owners
Developed over 40 years with 50,000 businesses and top institutions (MIT, Harvard, NACVA), our suite of analytics tools, plus training and professional support, empowers you with all you need to strategically elevate your firm's growth by delivering greater, long-term value to this country’s largest, underserved asset class—American private businesses. Let us connect you!
Tools for Rapid Growth
Valuation Analytics
Empower Business Owners with actionable, data-driven insights through our intuitive assessments and reports. Our platform enables you to:
Rapidly establish trust and mutual understanding
Uncover vulnerabilities and offer targeted solutions
Bridge the divide between business and personal finances
Drive engagements through impactful financial metrics
NetworK PLATFORM
ValuCompass provides Advisors and their Business Owner Clients with a robust Teaming Platform designed to:
Cultivate business through a professional referral network
Enhance operations with industry best practices
Intelligently scale you private markets practice
ValuCompass - An Introduction
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Deep Analysis:
MEASURE THE FUTURE
Proprietary analytics continuously measure current operational health and future enterprise value of any private business, providing proven actionable value for Advisors and their clients.
Take Action
You have the planning skills, all you need are highly focused tools and metrics, to provide owners the guidance they need to align their personal and professional plans.
CONTROL YOUR DESTINY
Walk into any business, any size, anytime with complete confidence and create a client for life. ValuCompass has the skills training, systems, support, and the community, to assure your success.
Total Knowledge
Create a crystal clear roadmap to provide products and services for a Business Owner’s 5 core needs: Planning, Personal and Business AUM, 401K, Insurance, and Investment Banking.
THE ULTIMATE COMPETITIVE ADVANTAGE
Supercharge your practice as you accomplish in minutes (creating actionable ROI driven Reports), what takes all others labor-intensive hours and page-after-page of spreadsheets.