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Value Builder offers a value assessment toolset, marketing system, and toolkit that has helped advisors start strategic conversations with more than 80,000 business owners.
An owner-friendly value assessment toolset that determines an owner's business, financial and personal readiness to exit. Advisors leveraging our value assessment toolset in their sales process charge 60% more for their services on average.
Our marketing system features owner-friendly content that is pre-tested and optimized using our proprietary panel of more than 25,000 business owners, resulting in 2x the open rates and 3x the click rates compared to industry averages.
Our toolkit includes 12 modules which provide a framework for helping your clients act on what they learn from their value assessment. Advisors increase their clients’ estimate of value by 70% when using the toolkit.
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 toolset that helps advisors start more strategic conversations with business owners.
