1. Click "Strategy & Financial" from the left menu > select "ValueMax Program"
2. You will be dropped into the first tab of the ValueMax program, the Goals tab. This tab is intended to foster discussion regarding the business, its roadmap, and the owners roadmap. Fill in all the fields, using the prompts within the system as conversation facilitators to further explore the business' goals. 
This develops a High-level understanding of their goals and propose as you move to the next phase of assessing the business and developing a plan.
3. Once you have completed the initial conversation, your next step you want to run the assessments. You can email these to the relevant individuals to self-assess or collect the information live. These assessments vary in length, which should be accounted for when preparing to collect/input the data.
The process below would be the same for all 4 assessments:
a. Click the business assessment tab
b. Click the assess button next to each assessment eg. attractiveness
c. Click the reports/Tools drop down > click send email link to client.
e. This will bring up a pop up. You can either email the link directly from the system, or copying the link itself and sending it from your preferred email solution (i.e outlook, with your own signature, branding and other content.
Alternatively, begin responding to the questions by selecting a score on the 1-6 slider and inputting additional details into the comment box.
4. Repeat this process for your desired assignments.
5. Move to the Value Range Tab to the demonstrate where the business is likely placed within the relevant multiple range, based on their assessment results and a key financial metric (EBIT, SDE, Revenue etc).
6. Discuss their personal gap (high level) by filling out or adjusting the metrics on screen, and how they influence the on screen graphics, to help the ownership understand their long term trajectory.
7. Deliver Plan via generating reports. Traditionally this takes a few forms, depending on the response the client provided. In most instances the process begins by looking over the high level reports, which help the business owner better understand their results, what they indicated, and priorities they should have based on these results. From here, you will traditionally leverage either the Single or Combined assessment results, depending on the findings within the high level reports, the business owners exit time frame, and other factors.
