Grow

[⚠️ BETA FEATURE NOTICEThese features are currently in Beta and available only to select advisors. Functionality, work...]

[Here are examples of situations that may be negatively impacting a client’s score in each of the 8 value drivers, alo...]

[If you have set up an engagement program for a contact and chose the "I'll send the client credentials later" option ...]

[You may be tempted to re-arrange the modules in The Value Builder System™ to attack the most urgent issue first, but ...]

[If you have a reluctant business owner whose main objection to spending the time to work with you through the 12-mont...]

[Entrepreneurs are defined by their desire for freedom, in terms of time, finances, and decision making. The ultimate ...]

[When using the Black Box Scenario Planner, you have the ability to choose how your Estimate of Value is calculated. T...]

[Changing between SDE and Adjusted EBITDA cannot be done within a Scenario Plan (Sliders or Black Box), but must be do...]

[To share a Black Box Scenario Plan with a business owner/contact, you can: 1. Copy the URL from your browser and send...]