Please add your main Company before doing any data entry by clicking on this link. If you have other companies that you would like to track, you can add them here as well and submit the financial data to view the dashboard and potentially the valuation model depending on the business added.
Client Home
[ welcome ]
Client Membership Portal
We track metrics for our members on the dashboard. We track both accounting based measures like P&L, BS to help determine the practices marketability (Valuation). And we also track practice measures to help see where our business team can advise you on making improvements.
Members make annual goals for each of the four pillars and on a quarterly basis make quarterly goals that improve their journey. View, edit, or add goals where and when desired. Think of this as accountability.
You can see messages and notes from the HSA or HSC team members either documenting a phone call or providing some data analysis feedback.
Determine what you want in your life. You’ll be asked questions about these 10 categories: Needs; Wants; Spiritual; Family; Friends; Personal Gratification; Charitable; Health; Hobbies; No Regrets. It’s helpful on your journey to freedom.
This questionnaire explores your personal values, your personal identity, your actions, your expectations, and your fulfillment. The power behind this personal assessment is it forces you to think about things we tend to gloss over in life.
This page houses 3 of Simon Sinek’s talks where he discusses the Golden Circle depicted in his NYT Best Selling Book, “Start With Why.” The other two videos support you on your journey to discovering yours.
This page has a basic description of how a business or practice is valued by prospective buyers. It also has a few common financial terms we use when talking about your business, practice and other business related topics.