On-Point SUPPORT
Quick Start Guide
Everything you need to know to get you up and running as well as answer some of those big questions.
Our Assessments
Information and videos that explain how to use our evaluation software for first time users or as a refresher.
Engagement
Learn how to define your methods, about language to use on your website, to find sample marketing documents.
Looking for ValuCompass Collateral?
Click here to get your complete library in one download.
You'll open up a pdf with links to all of our collateral and helpful materials:
- The New North Star Document - a precursor to Discover that tells owners the "why" and "what" of potential engagements. Add transparency to your meeting; eliminate the question of how to pivot from business planning to financial planning by telling them what to expect.
- Everything DISCOVER
- TEAM ALIGNMENT Guides and Exercise Sheets which lay out your Align meetings with concrete "to do's"
- The New SAFELIST - do your clients a favor by getting them to think about succession planning to preserve their legacy, business operations and banking relationships in case of a Black Swan event
- The PROTECT CHECKLIST and Business Owner Explanations
- The New SAFELIST
- And a lot more. It's all in there!
The 18 Drivers Download
Click here to download a complete file of the 18 Drivers - Individual pages for each to share with your business clients after Discover has shown the drivers that need optimization.
See things in action
Below you will find some of our most popular support videos
Dashboard Overview
How to add a new client?
Starting Discover
Discover Report Overview
"When a owner client takes the Discover Assessment, a couple things happen; the Discover Report adds value quickly and helps to establish credibility by systematically looking at their business."