TM
888.858.4548 VPPro
BUSINESS VALUE & EXIT PROJECTS FOR PROFESSIONAL ADVISORS
Value.Plan.Pro. You already know demand for business value and exit planning is growing. Boomers who have put off their exit until value returned to the market are now beginning to act. The question is how will you or your firm provide those client services with confidence? Welcome to Value.Plan.Pro. Add value and exit planning to your suite of services in 30 days or less including new professional credentials and training we'll pay for. Really. Value.Plan.Pro.TM is an advisor version of our direct-to-consumer value-performance-exit planning program, Value.Plan.Go.® We provide comprehensive, but easy to understand business value and exit or transition planning projects to professionals for client presentation, planning, and consulting. VPPro projects are provided in a white-label format with your firm's logo and contact information. Projects are ready in only 10 days.
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Business Value and Exit Projects for Professional Advisors Only
TM [ available nationwide ]
Value.Plan.Pro. is for the following professionals: • Accounting • Financial Planning • Wealth Management • Insurance Agencies • Business Brokerage • Small Business Development Centers • Law Firms • Entrepreneurship Incubators • Business Coaches • Lenders and Bank Programs • State Econ Development Departments • Regional Econ Development Staff • University and College Programs TM
VPPro is not an on-line app, bot or A.I. software. Those methods cannot provide the level of accuracy or reliability required for unique business planning. Business value and exit planning is part art, part science. Our projects are created one at a time by credentialed pros. If you need help or have questions, we're also much easier to talk to then a bot. Example Project Workflow: • Start your project on-line or call us to create an engagement • Download the project checklist and client questionnaire • Gather and provide a minimum amount of client and company information • Send us the engagement via email attachment or secure file server
How Does It Work?
Create a client project, then gather and send the requested data to VPPro.
We confirm your submission, follow-up with any questions, and develop and send the finished white label project
You review and communicate results and recommended additional services or products.
Owner shares the plan with other existing advisors to improve and implement.
In about ten days, a completed VPPro project will be ready for you to download and review. Pro Sessions using GoToMeeting are also available to discuss project results. When you're ready, present the project to your client along with any additional service or product recommendations from your firm. • Identify client gaps in value, service or other needs you can work with them to correct. • Help clients capture existing strengths and improve business value and optimize exit and life after business goals. • Address weaknesses or risks and work with them to mitigate their future impact. • Use our exit plan template to create a customized owner plan with action steps, goals and time-line.
What's Inside a VPPro Report?
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• Historical Financial Analysis • Normalization of Financials for Valuation • Dashboard Performance vs. Industry Peers • Current Business Planning Value - Fair Market Value • 20+ Business Exit Opportunities and Example Values • Immediate and Medium-Term Value Recommendations • Recommended Three-Year Budget and Goals • Future Estimated Business Planning Value • Future 20+ Business Exit Opportunities and Example Values • Five or More Example Deal Structures and Values - Max Value Deal Example - Quick Out Deal Example - Flex Deal Example • Industry Information and Forecasts • Special Family Succession Information • Owner or Seller's Exit Plan To Customize and Share And More... • General Value and Exit Strategies • Review of the Advisor and Professional Team • Site Study Economic and Demographic Information • Examples of Real Value and Exit Cases • Checklists and Organizational Aides • Nothing More to Buy
Become a Credentialed Business Planning Advisor today!
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