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Getting Started Guide: Maximizing Value from Assessments and Insights

  • Updated

This guide helps you set up and maximize value from three powerful business owner assessments:

  • Value Builder Score – Measures company value across eight key drivers.
  • PREScore™ – Assesses an owner’s personal readiness for exit.
  • Freedom Score – Determines financial readiness for exit.

Additionally, this guide covers how to use Scenario Planner 2.0, collect completed assessments, and deliver reports effectively.

Table of Contents

  1. Value Builder Score
  2. PREScore™ (Personal Readiness to Exit)
  3. Freedom Score
  4. Using Scenario Planner 2.0
  5. Getting Completed Assessments & Delivering Reports


1. Value Builder Score

The Value Builder Score helps measure and improve a company’s valuation using eight key drivers of value.

Setting Up Your Assessment

  1. Log in to the Value Builder Portal.
  2. Personalize your report under Value Builder Score Report Settings.
  3. Customize your auto-response email and decide whether to enable/disable the Income Adjustment Wizard under Value Builder Score Settings.

How to Share the Value Builder Score with Owners

  • Share your personal link (via email, signature, QR codes, or website).
  • Invite business owners to complete it via portal email.
  • Complete the assessment with them in person.

Reviewing a Completed Assessment

  • Ensure all questions are answered, especially Q34 and Q37 (key valuation inputs). Without these answers, there will be no Estimate of Value report generated*
  • Complete the Income Adjustment Wizard for accurate financial estimates.
  • Review the Estimate of Value and report.

Delivering the Report

  1. Review the results – Identify strengths and opportunities.
  2. Use Scenario Planner  – Show potential business growth scenarios.
  3. Develop an Action Plan (if delivering engagement) – Prioritize next steps using the Action Planner tool.

     


2. PREScore™ (Personal Readiness to Exit)

The PREScore™ assessment evaluates a business owner's psychological and emotional readiness for exit by analyzing four key risk factors.

Setting Up Your Assessment

  1. Log in to the Value Builder Portal.
  2. Customize your auto-response and follow-up workflow under PREScore™ Settings.
  3. Share the assessment via personal link, email invitation, or in-person completion.
  4. Review the results to assess exit readiness risks.
  5. Recommend strategies based on identified risk factors.

Delivering the Report

  • Use it as a conversation starter – Identify gaps in exit planning.
  • Pair it with the Value Builder Score – Connect personal and company readiness.
  • Utilize the Exit Checklist eBook – Help owners build an actionable exit strategy.

     


3. Freedom Score

The Freedom Score assesses a business owner's financial readiness to exit by comparing personal wealth goals to expected business value.

How to Complete the Assessment

  1. Log in to the portal and personalize the report under Personalize Freedom Score Report Settings.
  2. Customize your auto-response email and set default financial values under Freedom Score Settings.
  3. Share the Freedom Score assessment via personal link, email invitation, or in-person completion.
  4. Analyze the gap between expected vs. actual financial needs.
  5. Use results to develop an exit strategy aligned with financial goals.

Delivering the Report

  • Use the Freedom Point eBook – Educate owners on financial independence.
  • Recommend next steps – Provide financial planning or business improvement strategies.

     


4. Using Scenario Planner 2.0

Overview

Scenario Planner 2.0 allows you to:

  • Model different business valuation scenarios.
  • Show owners how growth strategies impact valuation.
  • Integrate with Action Planner to create a roadmap for engaged clients.

How to Use It

  1. Access Scenario Planner 2.0 in the Value Builder Portal under the Scenario Planning tab of a completed Value Builder Score contact profile.
  2. Run "What-If" simulations based on revenue, profitability, and risk factors.
  3. Present results in client meetings to support strategic decision-making.

     


5. Getting Completed Assessments & Delivering Reports

Best Practices for Collecting Responses

  • Personalize outreach – Explain the value of each assessment and how it helps business owners achieve their goals.
  • Use multiple channels – Share via email, LinkedIn, and QR codes for easy access.
  • Follow up regularly – Use automated reminders for incomplete responses.
  • Leverage strategic partners – CPAs, financial advisors, and attorneys can encourage client participation.

How to Deliver Reports for Maximum Impact

  1. Schedule a debrief session – Walk business owners through their results.
  2. Use visual tools – Graphs and scenario plans clarify insights.
  3. Align results with goals – Tie findings to growth or exit strategies.
  4. Offer clear next steps – Recommend business coaching, financial planning, or operational improvements.

     

By integrating the Value Builder Score, PREScore™, and Freedom Score into your offerings, you can provide data-driven insights that help business owners increase value and prepare for a successful exit.

Start leveraging these tools today to maximize value and create actionable plans for your clients!

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