Compare

	Feature	CoreValue	Existing Spreadsheets	Competitor
Best Methodology
	Calculates score for operations	YES	NO	YES
	Calculates value of operations	YES	NO	NO
	Algorithms use closed market transaction data	YES	NO	NO
	Holistic Approach	YES	NO	YES
	Industry Selection	YES	NO	YES
Most Consulting Tools
	Value Predictor	YES	NO	NO
	Red Flags	YES	NO	NO
	Tips for improving value	YES	NO	YES
	Includes roadmap/projections	YES	NO	YES
	"What If?" Scenarios	YES	NO	NO
	Workbook of Suggested Tasks	YES	NO	NO
	Predicts task completion impact on value --ROI	YES	NO	NO
	Increase in value tracked over time (scoreboard)	YES	NO	NO
	KPIs track progress	YES	NO	NO
	Creates narrative text reports	YES	NO	YES
Most Accurate
	Calculated value within 5-10% of formal valuation	YES	NO	NO
	Methodology born at MIT	YES	NO	NO
	Used by more 10 university programs as of August 2016	YES	NO	NO
Best Marketing Materials for Advisors
	Proven effective: value increase is third party	YES	NO	NO
	Complete Marketing Package	YES	NO	NO
	Responsive Email Scripts Provided	YES	NO	YES
	Brochures Provided	YES	NO	YES
	Phone & E-Mail Scripts	YES	NO	NO
	Presentation Template --sales	YES	NO	NO
	Speaker Notes Provided	YES	NO	YES
	Website Copy Provided	YES	NO	YES
Best Marketing Process for Advisors and Firms
	End-to-end "Franchise" success model	YES	NO	NO
	Sales Process	YES	NO	NO
	Sales & Marketing Training and Support	YES	NO	NO
	Shows Best Practices for Use w/ Clients	YES	NO	NO
	Firm Resources Library --link value gaps to firm	YES	NO	NO
Most Widely Accepted
	NACVA	YES	NO	NO
	NIST	YES	NO	NO
	American City Business Journals	YES	NO	NO
	Association for Enterprise Growth	YES	NO	NO
	Pinnacle Equity Solutions	YES	NO	NO
Best Results
	Instant Score	YES	NO	YES
	Instant Report	YES	NO	NO
	Potential business value	YES	NO	NO
	Value Gap	YES	NO	NO
	Benchmarking	YES	NO	NO
	Lists top 3 value gaps	YES	NO	NO
	Links value gaps to resources	YES	NO	NO
	Allows custom content	YES	NO	NO
	Custom Call to Action	YES	NO	NO
	Concise, targeted Exectuive Report	YES	NO	NO
	Improvement Resources Library	YES	NO	NO
Easiest to Use
	Level 1 Free	YES	NO	YES
	Level 1 Report Immediate	YES	NO	NO
	Easy for Clients to Understand and Use	YES	NO	NO
	Integrates with Email	YES	NO	YES
	Rapid orientation offered	YES	NO	NO
	Does not require special certification	YES	NO	NO
	Ease of Use	YES	YES	NO
	Web-Hosted Orientation	YES	NO	YES
Best Support - US Based
	Dedicated Customer Success Team	YES	NO	NO
	Tech support is free	YES	NO	YES
	Dedicated e-mail support	YES	NO	YES
	Dedicated phone support	YES	NO	NO
	Dedicated support portal	YES	NO	NO
	Chat support	YES	NO	NO
	Online tutorials	YES	NO	YES
	FAQ	YES	NO	NO
	Online users group	YES	NO	NO
	Software company not in Management Consulting	YES	YES	NO
	Managed Onboarding	YES	NO	YES
	Technical support plan	YES	NO	YES
	US-based company	YES	NO	NO
Training for advisors
	Training offered	YES	NO	YES
	Live client assistance	YES	NO	NO
	Training earns credentials from trusted third party	YES	NO	NO
	Training Videos available on-line	YES	NO	YES
	"Build a Thriving Practice" training	YES	NO	NO
White Label, Branding
	Branded Platform	YES	NO	YES
	- Multiple Branded Sites	YES	NO	NO
	Custom URLs available	YES	NO	YES
Best Lead Generation
	Level 1 Lead machine	YES	NO	YES
	Resource Platform	YES	NO	NO
	Agency Sales Pipeline	YES	NO	NO
	Delivers access to consulting prospects	YES	NO	NO
	Clients can locate Advisors on company's web site	YES	NO	NO
Price Performance Leader
	Services offeres "Right to Use" bundles	YES	NO	NO
	"Right to Use" packages for entire practice groups	YES	NO	YES
	Is Tier 1 Assessment Free?	YES	NO	YES
	Lowest cost training	YES	NO	NO