Subscriptions
The System for working with business Owners.
Our 2025 Package Options
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Financial Advisor $495/mo The full suite of tools which allows the advisor to take advantage of the complete ValuCompass System and address all needs of the business owner client. |
Owner Connect $295/mo Use the ValuCompass system for lead generation and engaging prospects with a unique assessment and report designed to excite business owners. |
Business Expert $495/mo ValuCompass has the business advisor tools that offer a high engagement closing ratio along with a complete business planning system and team alignment platform. |
Expert Planning $195/mo For advisors who just want our flagship tool - Discover. Close the deal with confidence or use the software to engage new prospects. |
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Dashboard Manage Prospects, Clients and Experts all in One Convenient Place |
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Training & Support Quick-Start Guide; Team Training Available; Full Live & Online Support |
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Discover Uncover the Enterprise Value, Potential Value & How to Close that Value Gap; High Closing Ratio! |
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Share Build Your Expert Network on a Compliant Platform; Receive Referrals; Involve Your Team; Control Your Engagements! |
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Protect “Double Check” Your Client’s Financial Readiness; Look at the Business as an Asset; Uncover Key Employee, Buy/Sell and Succession Needs; Planning & Product Gold Mine! |
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Safelist Optimize Client Planning & Readiness; Open Conversations for More Planning; Prepare Your Client for the Unexpected |
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Grow The Holy Grail of Business Planning - Deep Business Enhancement w/ Actionable Suggestions - A Complete Business Advisor System! |
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Roadmap Lay Out Your Client Engagements For a Full Year or Longer with This Unique and Editable “Scope of Work”; Dispel Possible Objections to Your Ongoing Recommendations; Build an “Iron Fence” No Competitor Can Match! |
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Team Alignment Get Multiple Owners and/or Key Employees United Around the Vision, Goals and Plan for the Business; Makes for Smoother Engagements; Opens the Door for Additional Planning |
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Discounts and Added Benefits Available for Firms, Agencies and Teams - Talk to Us! Support@ValuCompass.com
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.
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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.
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No Contracts
All of our subscriptions can be cancelled at any time. We do not hold our customers responsible for long-term fixed agreements.
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Support, Training, Certification
In order to be successful, you are going to need support. And we are here to help - with both an online website, dedicated individuals and optional hands-on, experiential classes culminating in the Certified Value Driver Advisor designation.
Frequently Asked Questions
Is there a free trial?
We currently do not offer a free trial. If you are serious about growing your practice then our system is worth the price. We also do not require a long term contract - so you can cancel your subscription at any time. Though we are confident that our tools will add value to both you and your clients.
Are there specific system requirements to use the service?
The ValuCompass platform works on all common internet operating systems, wether you use Windows, Mac, or Linux. We have advisors that use our tools on their cell phones, laptops, and tablets with similar results.
How secure is my data?
ValuCompass takes the security of your information seriously. We do not sell or share any of the data in our proprietary system.
How does auto-renewal work?
Our subscriptions run month-to-month and are set up through our secure online payment processor where your credit card information is stored. This third-party app also sends transaction receipts and emails.