$300B* 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