Exit Success

Exit Success Plan: Exit Planning, Valuation, and Due Diligence for a Successful Business Sale

The Exit Success Plan is the ultimate VFD Pro package, enabling your practice to provide a full spectrum of financial advisory services tailored for business exit and valuation. This plan offers advanced tools for preparing clients for a smooth exit, building business value, and performing rigorous due diligence to maximise their success and investment returns.

What’s Included:

Client Reporting and Insights:

• VFD Pro Portal: Your all-in-one platform for managing client data, producing branded reports, and accessing growth and exit planning models. Customise the portal to match your practice’s branding for a professional, consistent client experience.
• Branded Demonstration Reports: Use branded demonstration reports with sample data to showcase advisory services, preserving client confidentiality while effectively demonstrating the value of your services.

Connections Included in Plan:

• Inclusive Advisor Lite, Advise and Grow, and Grow and Exit Connections: Access the full suite of business growth planning, forecasting, valuation, and due diligence tools. These connections cover basic reporting, advanced growth strategies, and comprehensive exit planning models, allowing you to track performance, assess valuation, and prepare detailed due diligence reports as clients approach exit readiness. Further information on connection types.

Business Intelligence and Advanced Tools:

• VFD Business Intelligence Dashboard: Perform in-depth financial analysis with drill-down capabilities on revenue, costs, and profitability, down to individual invoice items. This dashboard enables you to uncover insights and trends essential for high-value advisory services.
• Practice-Branded Client Portal: Offer clients a seamless, branded experience when accessing reports, models, and insights through a customised portal with your practice’s logo, colors, and contact information.

Client Education and Exit Readiness

• Financial Management for Business Owners (FiMBO Training Slide Deck): This 12-week financial literacy program educates clients on essential financial skills, helping them understand the importance of robust financial management as they prepare for exit.
• 12 Annual Client Satisfaction Interviews: Understand and enhance client satisfaction with feedback interviews conducted by Enquir3 Ltd. Use these insights to refine your services and boost your visibility on the VFD Academy Directory.

Training and Support

• VFD Academy Access (Unlimited Users): Access a wide range of educational resources, playbooks, and training materials through the VFD Academy, allowing your team to stay up-to-date with the latest tools and advisory techniques.
• Technical Training (24 hours CPD annually): Attend two training sessions per month to enhance your team’s expertise and stay informed of VFD Pro’s evolving features.
• Practice Owners Peer Support Group: Connect with other practice owners to share insights and strategies for enhancing your financial advisory services.
• In-Person Technical Support: Receive dedicated in-person support for resolving technical queries quickly and ensuring efficient client service.

Client Engagement and Promotion

• Practice Directory Listing: Increase your practice’s exposure on the VFD Academy Directory, allowing potential clients to connect with you based on your advisory experience and client satisfaction scores.

Plan previously provided as ‘Platinum Practice Plan’.