Pricing
For all your business market needs.
Plans and pricing
Find the subscription that best suits the needs of your business owners clients.
Full Business Market Suite
$295/month
All of our business valuation tools
-
Quantify the current enterprise value of the business.
-
Assess the owner's personal financial position including the business.
-
Identify areas of risk for the owner and family as they relate to the business.
-
Concise reports with unbiased opportunities and meaningful graphs.
Sit at Head of the Table
$2995/year
The planning tool for committed advisors
-
Add value and increase your business owner engagements.
-
Our user friendly dashboard of aggregated client results.
-
Your business potential, value gap, and top critical drivers.
-
The Discover Assessment - fast and easy current enterprise value.
The Enterprise Firm View
$495/month
1 Owner/Advisor + 1 Support Advisor
-
Firm view dashboard of all firm clients with activity reporting.
-
Ability to enter Firm level Experts and confidentially share reports.
-
Work closely with your firm’s advisors to streamline their workflows.
-
Access to all assessment, tools, and resources for your firm.
All plans include...
We want you to be successful and add value to your clients. Just like you build trust with your customers, we are honest with ours.
-
Unlimited Clients
There is no limit to the number of clients or prospects that you use with our assessments. We will never ask you to upgrade.
-
No Contracts
All of our subscriptions can be cancelled at any time. We do not hold our customers responsible for long-term fixed agreements.
-
Support
In order to be successful, you are going to need support. And we are here to help - with both an online website and dedicated individuals with whom you can schedule a call.
-
No White Labeling
Our assessments, reports, and emails come with minimal ValuCompass branding that can not be changed at this time.
-
Fixed Assessments
We get it - you have specific questions you want to ask. But currently, we do not offer a way to customize any of our assessments.
-
Training
In addition to support, we offer 1-1 training on all of our tools. We will help you understand how to best utilize our software to make an impact. Unfortunately, you still have to do all the work with your clients!
Your Dashboard
Once you have completed the subscription process, head on over to your dashboard and start adding value!