Created For Advisors By Advisors
Business Owners Need you!
70% of owners don’t have a plan that links business to personal goals
72% of owners will rely on the value from their business to maintain lifestyle
75% of owners have less than $500k in retirement savings
Listen to Our Advisors
Rick Scruggs, CEO of Lynchburg, VA’s Financial Designs, speaks to the power of ValuCompass tools and systems that have helped him deliver accurate, longterm value to his private business owner clients.
5 Core Principals You Can use Everyday
Private Businesses are Working Assets
Private businesses are unique assets because owners have complete control of their value at the operating level. But most do not know how to control that value. You can provide them elegant tools so they can – this will change their world, and yours.
THINK OF A BUSINESS AS AN ENGINE
To control the engine, you need to measure operating performance as simply and easily as you do financial performance. Think of operating performance as the gears that drive the engine forward. You can provide tools giving owner’s control of their business’ future.
The 18 Value DRIVERS
Think of the gears as performance drivers. The stronger the drivers the better performing the business engine – it’s ability to generate future revenue and profit. The CoreValue Rating is built upon these 18 Drivers and tested algorithms so you can see, plan and control the future of the business as an operating asset.
TRADING RANGES AND REAL-TIME VALUE
The power of knowing the CoreValue Rating, (whether the business is strong or weak), is the ability to measure enterprise value real time. Continuous market data enables you and your client to monitor value, and more importantly, have actionable information on how to grow that value if part of the plan.
PRIVATE BUSINESSES ARE AN ASSET CLASS
Automated real-time information means “Private Businesses” have become a true asset class – this changes everything. You can now monitor the business just as you do real estate, stocks and bonds, and other traded assets. Plus you have tools to dig deep, tools to plan, and automated reports to assure you and your client are in complete control.
Onboarding That’s Easy
Contact us for a ValuCompass audit and choose your support plan.
Work with our support and training experts to get you up and running.
Deliver meaningful, long-term value to your business owner clients.
Custom Support
Give us a shout
Our support team is available during all business hours to answer any questions you may have about our systems, processes, or analytics. We love hearing from our advisors and encourage a dialogue.