Assess FAQs

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

[OverviewYour Advisor Status is determined by the total number of completed assessments you have conducted within the ...]

[While the Product team works on adding a dedicated disclaimer section to the Value Builder Score Report, you can use ...]

[When calculating the valuation for a Value Builder Score, the last three years of adjusted EBITDA or SDE, depending o...]

[Understanding the correlation between North American Industry Classification System (NAICS) codes and Standard Indust...]

[The Value Builder Score is a diagnostic tool designed to assess the health and value of a business. These questions a...]

[You are not able to add your own Estimate of Value, but you are able to override the underlying market data used for ...]

[The raw material we use for the Estimate of Value coming out of The Value Builder System™ is derived from DealStats. ...]

[When an owner completes the Value Builder Score, we ask them if they have received a written offer to buy their busin...]

[The raw material we use for the Estimate of Value in The Value Builder System™ comes from DealStats which in turn rel...]

[According to the Business Valuation Resources, "DealStats obtains transactions for the database via three tracks: (1)...]

[When discussing the Estimate of Value that is provided by The Value Builder System™, it's important to note that it i...]

[The Value Builder Score asks respondents several qualitative questions about their business. We also ask each of our ...]

[Our Estimate of Value makes use of the discounted income method by comparing industry-standard data sources of over 6...]

[The Scenario Planning tool inside The Value Builder System™ uses the valuation derived from our proprietary algorithm...]

[The Value Builder Score asks respondents several qualitative questions about their business. We also ask each of our ...]

[Yes, these variables are taken into consideration in the selected withdrawal rate based on the 4% rule of thumb (for ...]

[You have two options for getting prospects to fill out a assessment(s), either a company-level web embed (object id) ...]

[We plan to discontinue the old report design in Q3 of 2020, meaning that after this time, all reports pasts and futur...]

[While a valuation may sometimes include inventory, usually the business is sold on a debt-free, cash-free basis, mean...]

[In the end, business value is in the eye of the beholder, and our estimate will only be as accurate as the business o...]

[Wizard Income can either be adjusted as Seller’s Discretionary Earnings (SDE), the method used for smaller companies ...]

[PREScore™ (or Personal Readiness to Exit Score) is an 8-minute, online assessment that evaluates a business owner’s r...]

[An email address can only exist once in our system.  If a contact already exists in our system, and has recently comp...]

[When viewing a Contact, you will be able to view their current/most recent PREScore™ and have the option to download,...]

[To select the type of income adjustment to be used in the valuation algorithm for the Value Builder Score you need to...]

[If a business owner chooses not to enable the wizard, the algorithm will use the values entered in question #34. In m...]

[As a value builder advisor, there are many ways you can have a prospective client complete theValue Builder Score. Yo...]

[Just as you can personalize your Value Builder Score report, you can personalize your Freedom Score report to include...]

[To customize the "Consider the Following" items located at the end of each driver section of The Value Builder Score ...]