Several states offer grants to help investors create financial plans. The Commonwealth of Massachusetts offers grants of 50% off the cost of business valuation services through its Workforce Training Fund Express Grant Program.

Massachusetts Workforce Training Fund

Express Grant Program

Course Numbers

  • #1109005 Value Opportunity Profile
  • #1111522 Strategic Planning
  • #1117790 Strategic Planning Implementation

Workforce Training Fund Application

The investment for the VBS is $795 and $995 per month for two or three, respectively, 60- minute meetings per month to work directly on the VBS modules. The entire working process takes 9-15 months. Maintenance is ongoing. A 50% non-refundable deposit is required before each engagement.