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Resource Hub

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 One-Pager

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

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Discover Questions

A shareable PDF of all the Discover Assessment questions that you can send to a client or print out to complete manually - then enter the information into the system at your convenience.

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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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Align Report Meeting Guide

A PDF that includes instructions on how to confidently run an alignment meeting alongside the business owner in order to effectively utilize the Align Report.

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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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Grow Assessment Questions

A printable PDF of the 78 questions used to dig deeper into

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RoundTable

Share your expertise with a group of business owners - be it a webinar or a luncheon with your local chamber of commerce. Invite business owners to take Discover and add new prospects to your funnel.

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NAICS Industry Code

A brief one-pager on how ValuCompass uses NAICS Industry Codes to help assess the business value.

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EBITDA One-Pager

A printable document that gives a high level overview of why we use profits according to EBITDA, why it's important, and how to adjust it correctly.

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The 18 Drivers One-Pager

A document briefly explains the 18 ValuCompass Value Drivers and how they are used without our software. For a more comprehensive document visit the support page.

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Five Secrets Top Advisors Know

There are things the top players in this field understand that, when put into practice, produce massive wins for the Advisor, as well as the Owners they serve. A quick read in PDF format.

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The Business as an Asset

Help the business owner understand that their business is more than a money making machine. This one page document can be shared with an owner to move the needle.

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The 1% Budget One Pager

The 1% Budget is an incredibly simple budgeting strategy that diligent owners use when investing in the growth of their business. Learn how to talk to owners and improve your engagements.

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