Assess FAQs

[Our Potential Value underneath the graph view on Page 4 in the report (green box) is the best possible value you coul...]

[You can find your PREScore™ embed code in your advisor portal under Settings > Company Settings > PREScore™ Embed. Co...]

[In the new report design, there is a page that will help explain and illustrate the valuation method as well as displ...]

[Customize your Auto Response Email   Within your Freedom Score Settings, you can set the defaults that will apply to ...]

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

[When a contact completes their PREScore™, you will get an email with their information in addition to the auto-respon...]

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

[There are many factors that impact company value. The purpose of The Value Builder Score and corresponding Reports an...]

[The Freedom Score evaluates your financial readiness to fund the next phase of your life after your business. It is m...]

[Currently, our research has shown that while there is regional variability, usually the effect is quite small,  (when...]

[Freedom Score is a 10-minute, online assessment that evaluates your financial readiness to fund the next phase of you...]

[In our wizard, we ask, “When thinking of your compensation, how much more (or less) was your total compensation compa...]

[The freedom gap is the amount of additional investable assets you need to accumulate to generate your desired annual ...]

[This really depends on the size of the business and the industry conventions. In North America, SDE is most common fo...]