Resources to Help You Start More Strategic Conversations With Business Owners

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Case Studies

M&A PROFESSIONAL & BUSINESS COACH
Jennifer Ramos Expects Her Business to Double Next Year with The Value Builder System™

Jennifer Ramos is the CEO and founder of JR3 Consulting Group. JR3 helps business owners i…

BUSINESS COACH
Productizing Helped Paul Wirth Double his Close Rate and Increase Client Lifetime Value by 250%

Paul Wirth has over 35 years of experience in executive national leadership roles in finan…

MANAGEMENT CONSULTANT
Susan Giddings improved close rate by 33% and increased profits by 27%

Susan Giddings is the founder and CEO of Susan Giddings Consulting. She has over 35 years …

BUSINESS BROKER
The Value Builder System™ Helps Indiana Business Advisors Sell 80% of Listings

Indiana Business Advisors (IBA) is Indiana’s largest business brokerage. They have sold ov…

ACCOUNTANT
Blue Sky Exit Planning Achieves a 60% Email Open Rate Without Lifting a Finger

Joseph Gitto is an accomplished senior finance, sales and operational executive, entrepren…

BUSINESS COACH
Denver Business Coach Increased Revenue per Client by 3X Leveraging One Tool

Steve Kohnke is the CEO of Denver Business Coach and has helped hundreds of owners build v…

BUSINESS COACH
The Value Builder System™ Helps Tom Jordan Save $650 a Month While Increasing Close Rate by 50%

Tom Jordan is the Chairman of Exodus Complink, based in San Antonio, Texas. He helps busin…

M&A PROFESSIONAL
Sunbelt Guatemala Is on Pace to Increase Lead Generation by 300% With The Value Builder System™

The Sunbelt Business Brokers Network is an international leader in mediation for the purch…

BUSINESS COACH
Gina Catalano Converts 40% of Workshop Attendees into Paying Clients with The Value Builder System™

Gina Catalano has been helping business owners grow their companies for over 20 years. She…

ACCOUNTANT
CPA Adds Consulting Services, Doubles Revenue with The Value Builder System™

As the COO of CPA firm Gheen & Co., Mark Tuggle helped provide a wide array of busines…

Debra Robinson Law More Than Doubled in Value with the Help of a Certified Value Builder™

Debra Robinson owned and operated Debra Robinson Law for over twenty years. Her practice o…

BUSINESS COACH
Peak Value CEO Saves Time and Earns Recurring Revenue Through Mastermind Groups

Chris Ayers is a Certified Value Builder™ with over 30 years of experience in sales…

FINANCIAL ADVISOR
MassMutual Now Has an Accurate Method for Determining Business Value

The MassMutual Financial Group is a Fortune 500 life insurance company providing life insu…

BUSINESS COACH
Execuity Increased Revenue by 300% After Implementing The Value Builder System™

Linda Ruffenach is the founder and chief strategist for Execuity, a consulting firm servin…

BUSINESS COACH
Peter Boolkah Accelerated his Sales & Marketing Funnel With The Value Builder System™

For the last 15 years, Peter Boolkah has served as the Global Trainer & MasterCOACH Di…

MANAGEMENT CONSULTANT
Prosperity Plus Doubled their Revenue with The Value Builder System™

Jim Kahrs is the founder and president of Prosperity Plus, a management consultancy specia…

Copywriting Agency Owner Productized Her Service and Increased Recurring Revenue

In 2009, Anna Woolliscroft founded Market Avenue Limited, a marketing consultancy based in…

Air Free Duct Cleaning Increased Revenue by 50% in Its First Year Working with a Certified Value Builder™

In 2018, John Brummett and BJ Windhorst partnered to purchase Air Free Duct Cleaning. Toge…

BUSINESS COACH
Martin Williamson Converts 30% of Paid Assessments into Recurring Revenue

Martin Williamson is a Business Doctors advisor who helps SME business owners with strateg…

Danny Sleswick went from working 65 hours a week to 5 hours while increasing his company’s value by 83%

In 2008, Danny Sleswick decided to join his brother-in-law’s company, Image Cabinets, a ca…

The Owners of All About Bakery Equipment Increased Company Value by 28% While Improving Work–Life Balance

In 1996, David and Noela Tscheinig started All About Bakery Equipment, selling refurbished…

MANAGEMENT CONSULTANT
Final Ascent Qualifies Leads 8x Faster with The Value Builder System™

Steve Conwell is the owner and CEO of Final Ascent, a business consulting firm that specia…

FINANCIAL ADVISOR
The Value Builder System™ Helped Mobius Financial Advisors Improve Their Bottom Line

Ray Croff is the CEO and president of Mobius Financial Advisors. Croff also serves as an a…

BUSINESS BROKER
BizNavigators Achieves a 70% Conversion Rate with The Value Builder System™

As co-owner and CEO of BizNavigators, Marla DiCarlo helps business owners prepare for a su…

M&A PROFESSIONAL
In 30 Months, Marigold Resources Helped 22 Business Owners Exit Using Value Builder System™

Founded in 2011, Marigold Resources is an Iowa-based M&A firm that provides business o…

BUSINESS COACH
The Selfassembled Network Uses The Value Builder System™ Content for the Entire Business Owner Journey

Glenn Grant is the co-founder and chief visionary of Selfassembled Ventures, a business ad…

M&A PROFESSIONAL
Dumas Capital Partners Finds Untapped Market with The Value Builder System™

Dumas Capital Partners is a boutique corporate finance firm that provides advisory service…

Tech Owner Doubled Revenue After Working with a Certified Value Builder™

In 2001 MRM Global launched as a digital printing company in Scotland. Ten years later, it…

BUSINESS COACH
Exit Strategy Group Reduced Qualifying Time From Months to Days

Kerry Boulton is the owner of Exit Strategy Group based out of Australia. Boulton’s main f…

BUSINESS COACH
GRG Momentum Leverages The Value Builder System™ For Over 1/3 of its Clients

As the founder and managing director of GRG Momentum, Geoff Green helps entrepreneurs buil…

BUSINESS COACH
The Value Builder System™ Helps Business Owners See The Big Picture

Bob Green is the owner of TAB (The Alternative Board) North Shore. TAB is modeled after a …

FINANCIAL ADVISOR
The Value Builder System™ Was Almost Too Impactful Too Quickly

Founded by Allen Harris in 2001, Berkshire Money Management (BMM) is a full-service money …

ACCOUNTANT
Beickman Advisory Group Earns Over 120% More Per Client as a Certified Value Builder™

Beickman Advisory Group provides personalized finance consulting to individuals and b…

M&A PROFESSIONAL
DBG Advisors Earns an Additional $5,000 a Month Using The Value Builder System™

Dr. L. Nolan Duck established DBG Advisors in 2006 and currently serves as the CEO. In the…

Whitepapers

The Yes Box: How Step-Change Thinking is the Key to Growing Sales in a Shrinking Economy

Inside the Owner’s Mind: The One Metric You Need to Become Your Client’s Most Trusted Business Advisor

The Definitive Guide to Standard Operating Procedures

The Overlooked Owner: A Key Factor in Determining Business Value

The Rainmaker’s Dilemma: How Your Greatest Strength Becomes a Debilitating Weakness

The Freedom Point: A Financial Planning Guide for Business Owners

Productize: 8 Ways To Turn Your Service Into A Product

Better, Not Bigger: Introducing the Value Building Industry

Famous or Rich: 9 Ways Value Builders Prioritize Wealth Over Recognition

8 Ways to Re-Invent Yourself in a Crisis

The Entrepreneur’s Trusted Advisor

9 Subscription Models Any Business Can Adopt

Hiding in Plain Sight: Why the Most Attractive Segment in the Business Market May Be Overlooked by Advisors

How an Owner’s Age Impacts Their Attitudes Towards Exit

6 Lead Generation Strategies for Professional Advisors

The Exit Checklist: A 5-Step Personal Action Plan For a Happy (And Lucrative) Exit From Your Business

Webinars

Solving the Rainmakers’ Dilemma

Understanding the Freedom Point

Leveraging LinkedIn

8 Steps to Productize Your Service

6 Lead Generation Strategies for Professional Advisors

How to Coach Clients From Home

The Secret to Selling Advice

The 9 Ways Your Clients Can Build Value

How to Host a Virtual Mastermind-Peer Group

Better Not Bigger: Introducing the Value Building Industry

A value assessment toolset that helps advisors start more strategic conversations with business owners.