Value Scout has three primary stages:

  1. Value Assessment

  2. Exit Modeler

  3. Value-based planning

Value Assessment

The Value Assessment on Value Scout includes uploading documents (see helpdesk article here) and answering the Value Assessment and Financial Questions. Additionally, you can review metrics and your current market value on the Reports tab.

To answer questions on Value Scout there are two methods:

Through the Dashboard:

  1. Navigate to the Dashboard

  2. Find the "Begin Value Assessment" link on the card.

  3. You should now be able to go through the questionnaire process.

Note: if financial questions are not asked by a Value Scout Analyst, a query will appear that these will be asked soon!

Dashboard via Side-Panel:

  1. Navigate to the side panel and click "Value."

  2. The menu will drop-down. Click "Value Assessment" to answer the company questionnaire, or "Financial Questions" to answer specific financial questions regarding your company's P&L or balance sheet.

To see the results of the concluded market value of your company:

  1. Navigate to the side panel and click "Reports"

  2. The menu will drop down. Click "Value Estimate"

  3. Your current market value is displayed on the top card.

Note: a current market value will not be available until all questions are answered and a Value Scout Analyst concludes their opinion of value.

Exit Modeler

The Exit Modeler allows you to project out the necessary growth needed to reach your exit goals based on historical performance, and estimated future performance.

To run through the Exit Modeler, there are 2 methods:

Exit Modeler via Dashboard:

  1. Navigate to the dashboard

  2. Click "Begin Exit Modeler" located on the center card

Exit Modeler via Master Plan:

  1. Navigate to the side panel and click "Personal Matters"

  2. A drop down menu will drop down. Click "Exit Modeler"

Note: Exit Modeler will not be available until all questions are answered and a Value Scout Analyst has concluded their opinion of value.

Value Based Planning

Value based planning refers to the annual and quarterly planning tools on Value Scout. Here, you can communicate your long-term business strategy across the organization, and set forth objectives based on their duration.

To navigate to the Value Based Planning tools:

  1. Navigate to the side panel and click "Value Planning"

  2. A drop down menu will appear. Click the specific type of plan you wish to navigate to.

Note: Value Planning will not be available until all questions are answered and a Value Scout Analyst has concluded their opinion of value.


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