
Engage
Automated Client Engagement
Grow Client Satisfaction & Your Practice
Empower your clients and grow your business with our suite of tools: Discovery to engage clients, ValueMax to maximize business value and business exits, and MasterPlan for strategic planning. Deliver results, build trust, and drive long-term success.
Offer Creation
Both Engage and Build include the ability to create your own unique offer. Select from our buffet of engagement options to include in your workflow. Then simply enroll clients in your new automated process. Include just the aspects of exit planning that make sense for your firm.

Buffet of Exit Planning Options
Select from up to 17 different components to include in your unique workflow including: Value Gap Analysis, Value Range, Wealth Gap, Business Attractiveness, and more!
Built-in Workflow Checklist
Our integrated workflow surfaces each step of your process via an easy-to-use checklist. Every client get's their own checklist that takes you right to where you need to go.
Ready-Made Workflows for CEPAs
Not sure what your workflow should be? Select from one of our curated packages. Whether you're a Quarterback or a Value Advisor, there's a pre-built workflow for you.
Provide Custom Options
Having a defined process is a necessity – but so is meeting the customer's needs. If you have a special engagement, you can easily customize your offer for that particular client.

Discovery
Client Discovery equips advisors with tools to uncover client goals, priorities, and pain points. Use business scan questionnaires and tailored proposals to deliver personalized solutions that build trust, drive engagement, and create lasting relationships.
Uncover Client Objectives
Deepen your connections with business owner clients by becoming their go-to advisor for strategic planning, positioning yourself as a vital partner in their success.
Goals Beyond the Business
Help business owners grow their most significant asset—their business, which represents 80% of their total net worth. Strengthen your role as the advisor they trust to secure and enhance their financial future.
Achieve Target Valuations
Position yourself as the advisor at the center of your client’s business transition, ensuring a smooth and successful liquidity event while keeping you top of mind when managing post-exit wealth.
Post-exit Security
Deliver professional, high-quality reports tailored to business owners, including valuations, exit readiness assessments, and personal financial readiness insights, building trust through actionable advice.
ValueMax
ValueMax helps advisors unlock business potential with in-depth assessments, value range analysis, and ValueGap insights. Guide clients to maximize their business value and achieve successful, wealth-building exits with confidence.

Analyze Business Potential
Identify untapped opportunities and pinpoint the key drivers of business value to help owners maximize their exit outcomes.
Evaluate Personal Readiness
Ensure business owners are financially and emotionally prepared for their next chapter by aligning their personal and financial goals.
Determine Business Valuation
Provide an accurate value range for your client's business, leveraging assessment data and industry benchmarks. Instill confidence in your clients with data-driven valuations that guide their exit planning decisions.
Valuable Shareholder Insights
Navigate complex ownership structures with clarity—helping clients align with key stakeholders and streamline the exit process.

Project Pilot
Turn strategy into action with Project Pilot—the ultimate tool for Financial Advisors guiding business owners through exit planning. Organize projects, track progress, and drive results with structured workflows. Pre-built templates to streamline delivery and ensure consistency. Stay ahead with action item tracking, keeping every plan on course and every client engaged.
Organize and Deliver Results
Structure exit planning engagements with ease—track every step, from valuation to transition, and ensure nothing falls through the cracks.
Streamline Delivery
Save time with a seamless workflow—automate tasks, manage priorities, and deliver high-impact strategies without administrative bottlenecks.
Stay on Track
Keep clients accountable with clear action items and milestones, ensuring they move steadily toward a successful exit.
Keep Notified
Never miss a critical update—automated notifications keep you informed so action is taken with confidence.
Which Solution Fits Your Needs
Attract
Whether you are just starting out, or have an existing practice that you would like to grow, attract is the purpose built, digital marketing solution that draws new clients to you
Engage
If you are a quarterback or a value advisor, engage is the foundational tool you need to implement value acceleration and harness the power of Inbound Advisory
Build
If you are a value advisor with an existing book of business, Build provides the tools you need to be even more effective and provide more value.
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