Do you have a plan?

 

While working for another CPA firm, Roxanne Coffelt noticed clients paying for monthly and quarterly financial statements only to file them away in a drawer.  Today, with the technology available, it is possible to give business owners much more useful information than just historical numbers.   Coffelt vowed that if she ever started another CPA practice, that it would help business owners use their financial information to improve their businesses rather than just give them financial statements to throw in a drawer.  Our firm was founded on this promise.

Improve your financials

 

• Discover hidden opportunities

• Discover threats you didn’t know about

• Define your long-term and short-term goals

• Develop a plan to reach your goals

• Implement a way to measure & review your progress towards those goals

• Get your life back!

 

Our program includes the use of the Value Builder System™ software, which is proven to increase both value and marketability of your business. It offers our advisory clients a dashboard and framework which, when combined with our training and experience and your knowledge of your business, is a winning formula for success!

 

This will help maximize the value of your company while you get your life back!  The sooner you start, the more progress you will make.  We offer the following options:

 

Explorer is the "do it yourself" option.  It gives you access to the Value Builder System™ in addition to all of our free content.  

 

Innovator gives you access to everything in Explorer including the Value Builder System™, as well as weekly small group coaching meetings to guide you through the modules, access to our private Facebook Group, a secure portal for document storage, additional private members area info and estimate of value. 

 

Legacy gives you everything included with the above two options, except instead of group coaching meetings you get private coaching meetings.  In addition, we kick off with a strategic planning session of up to 8 hours.  We also can be very flexible to change the agenda to whatever is the most pressing need.

 

The ValuMap Legacy Program is intended for businesses established at least five years, with annual revenue of at least 2 million.  If your business is smaller we would recommend the "Innovator" group program.

 

 

 

 

GET STARTED TODAY!                         Enroll Explorer      Enroll Innovator    Enroll Legacy                                   

 

As little as $99/month (Explorer). 

Still Looking? Want free tips on how to build the value of your business? 

Subscribe to free Value Builder content

 

 

Click Here to book a free, no-obligation consultation today!