A value assessment platform that helps advisors start more strategic conversations with business owners.
Value Builder is the exit readiness platform advisors use to turn business owners into clients, opening with an independent, benchmarked diagnosis of the owner’s company instead of a pitch, then turning that one assessment into years of advisory work.
Whatever seat you sit in, Value Builder turns the trust you’ve already earned into multi-year exit-advisory engagements.
Convert the AUM trapped in your clients’ businesses into investable assets.
Turn the trust you already have into multi-year exit-advisory engagements.
Build a steady pipeline of sellable businesses with realistic expectations.
Make your ROI tangible and tie every engagement to business value.
Exit readiness isn’t a number, a plan, or a framework. It’s whether a business and its owner are actually prepared to exit successfully. Value Builder gives your firm the infrastructure to guide that, for years.
A complete 360° view of every owner’s exit readiness across business, personal, and financial dimensions.
Turn assessments into action with tools that show owners exactly what improvements are worth in dollars.
Stay in front of owners for years without adding to your to-do list. White-labeled weekly stories keep you top of mind.
Built to last in an era of disposable software.
Built on data from 80,000+ business owners and the category-defining book Built to Sell, with 2,800+ reviews and a podcast with over 2 million downloads.
Advisors certified through the Accredited Value Guide™ program book 2.1x the discovery meetings of those who aren’t, turning more introductions into real second conversations.
Operating since 2011 with 1,000+ advisors worldwide on the platform today. Build your future on the market leader.
“If you want to build a firm that actually makes a difference for your clients, and grows while doing it, Value Builder is the system to build around.”
Founder, P&G Advisors · Financial Advisor
“It has been fundamental in the way that we operate… It’s given us the tools to help business owners better prepare so they can exit on their terms.”
First Choice Business Brokers
“Value Builder gives me the tools to prove my impact. Owners see my services as an investment, not a cost, enabling me to command premium fees.”
Founder, Summit Achievers · Business Coach
Book a 30-minute demo. We’ll walk through the platform using a real owner profile and show you how it fits the way your firm already works.
A value assessment platform that helps advisors start more strategic conversations with business owners.