Assess

[Contents Freedom Score Personal Link Freedom Score Settings Personalize Freedom Score Report Inviting a Contact to G...]

[In addition to all the settings and features listed above, you also have available to you a Company (and team if appl...]

[When viewing a Contact, you will be able to view their current Freedom Score and have the option to download, email o...]

[Find your PREScore™ Personal Link and Customize your Auto Response Email/Workflow Click on Settings towards the upper...]

[You have available to you under Settings> Company Settings > PREScore™ Questionnaire embed (and team if applicable) a...]

[  Contents 1. Activating PREScore™ 2. Follow Up Email Workflow 3. Viewing a Contacts PREScore™ and Report 4. Filterin...]

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

[ When valuing a business, especially in the context of a sale or acquisition, two commonly used financial metrics are...]

[As a best practice, we recommend that you invite your clients to complete the assessment from within the advisor port...]

[We have completely revamped the Value Builder Score Report that you use and love to make it even better. You told us ...]

[Find your Personal Value Builder Score Link and Customize your Auto Response Email. Click on Settings towards the upp...]

[Objective  Deliver insight  Build anticipation  Sell a Value Builder Engagement or other services  How to Del...]

[With your PREScore personal link, you can now choose to hide offerings that a contact/user will receive and/or view. ...]

[This invite email is completely customizable. You can edit the subject line, as well as the message in the email that...]

[For income, we attempt to calculate Seller’s Discretionary Earnings (SDE), which removes the effect of any tax or pro...]

[Our Estimate of Value compares industry-standard data sources of over 55,000 market transactions along with rules of ...]