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Content Library

A library of sales collateral for use with your clients as you guide them through the various assessments within Valucompass.

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Your North Star

A preview into your abilities and work with business owners allows them to see what is coming and why it's important.

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Discover

Help the business owner understand what their business is worth and the top 3 growth opportunities.

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Team Alignment

Help multiple owners or key players get moving in the same direction as they work to better the business.

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Protect

Protect their future while you uncover the risks and opportunities for financial planning with the owners and key employees.

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Protect Checklist

A precursor to the Protect Assessment, this allows participants to collect asset data for easier and more accurate financial plans.

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Safelist

Build a succession plan in case the owner cannot remain at the helm; help the owner's family, business and employees keep the lights on and the business running.

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Roadmap

Create a scope of work for your engagements with the business owner's priorities in mind - covers financial, business and key employee planning.

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Grow

Dive deeper into the 18 Drivers and business planning by looking at the layers, finding out what is in place and what isn't, what's strong and what needs building.

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