Feature CoreValue Existing
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
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
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