Value Scout, the world's first AI-driven value creation SaaS platform, will be hosting a Summer Session Certification and Training Course in Denver, Colorado August 8-10, 2022. This course is for all professionals that are involved in the work of value creation, from Management Consultants and Exit Planners to Wealth Managers and Value Advisors.
DENVER, July 6, 2022 /PRNewswire-PRWeb/ -- For Immediate Release:
Value Scout, the world's first AI-driven value creation SaaS platform, will be hosting a Summer Session Certification and Training Course in Denver, Colorado, August 8-10, 2022. This course is for all professionals involved in the work of value creation, from Management Consultants and Exit Planners to Wealth Managers and Value Advisors.
About Value Scout
Value Scout is pioneering a new area of exit planning and value creation. Value Scout enables advisors to pinpoint a client's business value today, provide insight into the gap between present value and a founder's goals, and implement value creation plans to close the "Value Gap" and exit on their terms. Value Scout was born from the need to revolutionize this industry by simplifying how advisors and their entrepreneur clients work on these complex problems. Value Scout's roots go back to 2003, when founder Dan Doran started his first M&A advisory firm. Nearly 20 years on, Dan and his team have advised hundreds of business owners on valuation and exit planning. Over the course of two decades, several themes started to emerge—they had seen many entrepreneurs experience successful exits, but they also noticed way too many failures. The common theme? The market's opinion of value does not match what the exiting owner needs to retire. What's more, the tools available to help solve this problem are stuck in the last century- making implementation (and success) exceedingly difficult. Dan created Value Scout to solve that problem. Value Scout enables entrepreneurs to take a deliberate, proactive approach to value creation. Business leaders and their advisors use it to identify, plan for, and drive all their value creation activities – from growing revenue and increasing efficiencies to improving cash flows and strengthening leadership teams.
Value Scout is built on three central pillars:
- Understand value – Identify what your company is worth right now
- Model your exit – Know what your company needs to look like to retire on your terms
- Drive to success – Build and execute long-range correlated to value creation, annual and quarterly plans to get there
The platform is built to enable owners, their leadership teams, and their advisors to work collaboratively together–all in the same online portal–to deliberately create future value.
More About the Value Scout Summer Session
This course is designed to introduce Value Scout's "Value First" methodology and to demonstrate how the platform empowers advisors, consultants, and their clients to grow meaningful value for their enterprise.
During the Summer Session, participants will learn how to:
- Leverage the Value Scout platform to win more good-fit clients and improve your marketing efforts
- Use Value Scout's advisor tools to increase efficiency, allowing you to increase your fee revenues while spending less time crunching numbers or making power point decks
- Utilize the Value Scout toolset with practical lessons from industry experts that use the platform every day
- Retain your clients longer. Move more clients past the initial "triggering event" - increasing ROI for clients and increasing customer Lifetime Value (LTV)
More About the Value Scout Summer Session Topics:
Grow Your Practice During the Summer Session, participants will learn how to leverage the Value Scout platform to help grow their own value creation practice by attracting new exit planning clients and by strengthening the client relationships that they already have. New exit planners and seasoned industry professionals alike can learn from our experts about how to scale their practice by incorporating Value Scout throughout their entire workflow–before, during, and after the engagement, increasing their ability to deliver top-tier client services while decreasing the time-per-engagement.
Retain Clients Longer One struggle point that is pretty common among exit planners and value consultants is the lack of customer stickiness after the initial "Triggering Event." This program will demonstrate how to use the Value Scout toolset to bridge that gap and increase overall client value.
After taking this course, participants will be able to:
- Develop, deliver, and coach clients through Annual & Quarterly planning
- Stress test exit objectives to determine the best course, backed by clear data
- Maintain meaningful involvement with your clients (and demonstrate ROI) on an ongoing basis.
Develop & Deliver Operating Plans Based on Real Data At the heart of long-term exit planning assignments is often a series of annual and quarterly plans or sprints. This course will improve participants' ability to work with clients to develop those plans and actually stick to them. This course will illustrate how Value Scout's "Value First" methodology works for downstream planning, which makes it possible to quantify the value of all objectives in a quarterly or annual plan, even if they're not tied directly to revenue, allowing advisors and their clients to keep their eye on the prize: a more valuable business.
Learn how to use the Value Scout Platform The Value Scout Summer Session is designed to take participants on a deep dive into the platform. Participants will get practical lessons from experts about the various features and functionality, as well as:
- How to onboard clients and navigate the system
- Best practices for running an engagement with clients
- What to look for when clients are getting off-track (and how to re-engage them to course-correct)
About the Speakers
Sara Hartary Founder & CEO, BizOps Solved BizOps Solved is the brainchild of Sara Hartary, Fractional COO – Strategy Consultant – Certified Exit Planning Advisor. A former director of professional services and IT Chief of Staff, Sara has honed her methodology, which she and the team at BizOps Solved use to empower clients to make value creation part of organizational DNA. She utilizes the Value Scout platform to help business owners tackle the "What Next?" of effective and sustainable growth without sacrificing themselves in the process.
Dan Doran Founder & CEO, Value Scout
As founder of the company, Dan is responsible for product vision and development. As a seasoned valuation expert and M&A advisor, Dan has worked on hundreds of deals across a range of industries. Dan was named the 2019 Exit Planner of the Year by the Exit Planning Institute.
The Value Scout platform is built on the value creation methodologies Dan has developed over 20 years of practice across a wide range of industries in the lower middle market.
Media Contact
Dan Doran, Value Scout, 1 888-827-1624, [email protected]
Emily Caldwell, Value Scout, 540-952-9711, [email protected]
SOURCE Value Scout
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