• ValuCompass Questionnaire

    These questions allow us fully view any business from every angle using our 18 Value Drivers. These Drivers are used as a standard business framework to help identify operational issues within any business and assess the value of your business.
  • Discover Assessment

    Let's take a look at your business operations.
  • Business Capital

  • Discover Core Eighteen Drivers

    Let's explore each individual driver.
  • Growth

    Growth refers to a company's top line revenue.
  • Potential Market

    The larger the market (tapped and untapped) the more attractive it is because it represents more opportunities. However, being a leader in a smaller niche is also attractive. Even if you have a true competitive advantage, a growth market is always favored.
  • Market Share

    If your company sells products or services in more than one market, think about your primary market, or the market that is most fundamental to the success of your company.
  • Recurring Revenue

    A fundamental metric in measuring the value of a business is the degree to which it can generate recurring, profitable revenue from customers. Stick revenue occurs when buyers are compelled to keep purchasing from a company. Contracts are the best way to guarantee future revenue, but other examples include a long-term lease on a high traffic location, a strong loyalty program that rewards future purchases, etc.
  • Barriers to Entry

    Barriers to entry may include legal, capital, and/or market barriers.
  • Product Differentiation

    A unique product or service that customers prefer will keep them coming back to you versus someone else, and may allow you to charge more.
  • Brand

    A strong brand name that resonates with your customers can add significant value to your company.
  • Margin Advantage

    Margins are simply a measure of how efficiently you make money. The better your margins, the more valuable your company.
  • Customer Share

    Valuable companies have many different customers including long term customers, new customers, and developing customers. You want to avoid putting all your eggs in one basket (or just a few baskets) to minimize risk.
  • Business Overview

    Think about the culture of the company as a whole, versus the personality of any one individual within the company.
  • Financial

    Effective financial practices should adhere to accounting best practices and federal and state compliance regulations, while remaining in line with your long-term goals and future growth plans. Your objective here is to establish consistency and transparency in financial reporting.
  • Sales and Marketing

    Sales and marketing success is driven by more than just persuasive personalities. It requires a process-driven approach that is customer-focused while supporting overall company goals.
  • Operations

    Running a business will always be challenging. building a solid foundation of smoothly operating practices can make it much easier to scale and maintain.
  • Customer Satisfaction

    Simply put, satisfied customers are loyal customers. They drive repeat business and revenue, both of which are essential to the longevity of the business.
  • Senior Management

    Think about who would run the company for an extended period of time if the business owner disappeared for a while (got sick, took a long vacation, etc.). Do you have someone or a team in place who could take over if needed? If your management team is simply an individual, assume your senior management team is just that individual.
  • Human Resources

    Simply said, Human Resources is all about people. It can be sticky, difficult, full of legal land mines, and if not managed properly, can be very costly to an organization. It's worth spending some time here to make sure you're following best practices, you're in compliance with all relevant (and ever changing) laws, and properly managing and nurturing one of your company's most important assets!
  • Legal

    There's nothing like legal problems to distract you from your mission. From tax law to human resources, proper legal compliance applies across many facets of the business.
  • Innovation

    The one constant in business is change. The more your company encourages and rewards innovation at every level, the more you will be able to stay ahead of changes and continue to prosper.
  • Protect Assessment

    Understanding the business' value lays the foundation for your business and personal protection planning. Next is to determine if you have any risks that could impact the viability of the business and impact your current and future financial outlook.
  • Business Funding Your Retirement?

  • Reliant on the Business

  • Have Outside Assets

  • Have Outside Income

  • Protecting Your Standard of Living

    You can't protect what matters most without protecting who matters most. The business is most likely your largest asset and your main source of income - today and into the future. It's important to ensure your loved ones are protected financially regardless of whether the business is part of that future or not.
  • Family Members Involved

  • Multiple Family Members

  • Dividing Family Ownership

  • Ownership Partners

    The business may be vital to the livelihoods of your family, your employees, and your community. Protecting it helps ensure that the business continues to thrive when planned, or unplanned, obstacles come along and offer peace of mind to those who depend on it most.
  • Business Overhead Insurance

  • Buy-Sell Agreement

  • Buy-Sell Agreement Funded

  • Buy-Sell Agreement Funding

  • Buy-Sell Life Insurance Type

  • Buy-Sell Life Insurance Value

  • Disability Buy-Out Insurance

  • Buy-Sell Agreement Signed

  • Buy-Sell Agreement Reviewed

  • Other Business Insurances

  • Key Employees

    A key employee can be defined as someone working on the business today that you would take with you if you were to leave your current business and start a new one. You started the business with a set of values that turned a passion into a successful enterprise. That's why it's important that the key people you depend on most for its success and those who will eventually represent the next generation of leadership are committed to the continuity of that vision.
  • Key Employee Salary

  • Loss of Key Employee

  • Key Employee Life Insurance

  • Key Employee Disability Insurance

  • Key Employee Loyalty

  • Key Employee Benefits

  • Employee Benefits Package Reviewed

  • Succession Plan In Place

  • Successor Identified

  • Successor Informed

  • Successor Ready Today

  • Ideal Exit Strategy

  • Roadmap Assessment

    This assessment addresses the business stage, your planning goals, and action plan for attaining those goals.
  • Business Stage

  • Business Goals

  • Should be Empty: