A woman and man seated at a table talking to a woman with a ponytail, who is speaking to them and holding a pen. Papers, a tablet, and a paper bag are on the table.
Close-up of two people shaking hands in a business setting, with documents, charts, and a tablet on the table.

Value.Plan.Go.

Value.Plan.Go. (VPGo) is our nationwide exit planning program, designed to help business owners plan and achieve a successful, profitable transition.

VPGo is an accessible, highly cost-effective program that provides owners with a high-quality value report and exit opportunity plan unique to their business. We give you the information, strategies and example outcomes that will prepare you for a future sale or transition.

VPGo will position you to collaborate seamlessly with your chosen advisory team to maximize your opportunities and outcomes.

Every Value.Plan.Go. program includes:

  • Credentialed Valuation: A reliable fair market business value report; choose from two levels of valuation report for your project.

  • Custom Exit Scenarios: 10 modeled exit opportunities detailing potential performance and example net cash-to-the-seller results.

  • Deal Architecture: Multiple deal structures to combine with your selected exit model to help you expand your strategic options.

  • Execution Checklists: Streamlined tools to keep you and your advisors aligned and on track throughout the planning process.

  • VPGo Video Library: On-demand access to our educational series covering valuation, planning, and exit strategies.

Value.Plan.Pro.

Value.Plan.Pro. (VPPro) is our nationwide business valuation and exit planning program designed exclusively for professional advisors.

Built for CPAs, wealth managers, financial planners, attorneys, and business brokers, VPPro provides a unique, streamlined program to help you guide your business-owner clients through an eventual sale, transition, or family succession. Our team handles the complex valuation and analysis, and we equip you with the action-ready data, strategies, and high-quality deliverables necessary to deepen client relationships and drive successful planning engagements. VPPro will help position you as your clients’ lead advisor, maximizing the benefits for both your firm and your clients.

Every Value.Plan.Pro. project equips your firm with:

  • Credentialed Value Report: A reliable fair market business value report to serve as the foundation of your client's plan. Choose from two levels of report according to your clients’ needs.

  • Custom Exit Scenarios: 10 modeled exit opportunities detailing potential performance and example net cash-to-seller outcomes to present to your clients.

  • Deal Architecture: Multiple deal structures to help you expand your client's strategic options.

  • Execution Checklists: Streamlined tools to keep your firm and your clients aligned and on track throughout the planning process.

  • VPPro Video Library: On-demand access to our educational series covering valuation, planning, and exit strategies.

(Coming Soon: Pinnacle will be launching a formal VPPro professional training and credentialing program later this year exclusively for business advisors.)