$30B* In Potential New Revenue Is Up For Grabs

ValuCompass is a proven platform that enables financial advisors to treat private businesses as an asset so you can guide your clients’ businesses the same way you care for their personal wealth.

*Based on 1% fees on $30T Private Business Market

U.S. Market Size

 

Unlock New Opportunities With Business Owners


The Largest Wealth Transfer in U.S. History Is Underway

 

Private businesses are a $30 trillion market

Private businesses are the largest unrealized asset class in our economy. ValuCompass lets you provide services for private business owners in ways other advisors can't.

  • 70% of private businesses are owned by Baby Boomers

  • 78% are planning a transition

  • 80% can’t sell as-is — and need your help

  • Owners will pay 1% of their business value (just like they do for AUM)

Advisors don’t need to be business experts

Our dead-simple tools do the heavy lifting, delivering actionable insights that clients will pay for.

  • Discover – Uncover gaps and hidden value in minutes.

  • Navigator – Structured tools that protect and grow business value.

  • Roadmap – Turn insights into action (and revenue).


Top Firms Use ValuCompass

Financial Designs unlocked an average of $110,000 in annual revenue per business client*

* Medium-sized private business with $25M annual revenue and 100 employees.


Developed With Top Institutions


Business Owner Services Made Simple

5 ways you can engage with new and existing clients like never before with ValuCompass

 

Planning

Connect your client's business and personal financial planning to create one unified strategy.

Asset Management

Maximize the value of your client's business as you would any other traditional asset class

Guidance

Shepherd their business’ 401K and other retirement programs

Insurance

Offer protection to de-risk their futures and help them sleep at night

Capital & Asset

Optimize the business for investors in order to raise capital or sell the business


Take Your Advisory Practice to the Next Level