Of all the companies in the U.S. generating at least $1 million in annual revenue, nine out of ten fall into the $1–20 million range. That’s exactly who The Value Builder System™ is built for.
These businesses are big enough to afford expert advice—but still small enough that the owner is calling the shots. No red tape. No complex org chart. Just a founder thinking seriously about their endgame.
If that’s who you serve, you’re in the right place.
Our Software Is Organized into Three Components
AssessGives you a complete picture of an owner’s readiness to exit, whether it’s now or years away. It includes three owner-friendly assessment tools: The Value Builder Score, PREScore™, and Freedom Score.
GrowOnce you've assessed where the owner stands, Grow gives you the tools to help you guide owners towards building the value of their company, so when the time comes to sell, they walk away with more.
NurtureKeep your name in front of owners without adding to your to-do list. Use our automated drip campaigns and pre-tested content backed by insights from 25,000 business owners to educate and engage owners at every stage.
With Value Builder, there's no need to overhaul your current systems or switch methodologies.
Our tools are flexible and crafted for seamless integration with your practice.
A value assessment platform that helps advisors start more strategic conversations with business owners.