We empower business owners to protect, grow, and realize the value of their company through a network of trusted advisors, who we enable with a value assessment platform for starting a strategic conversation with a business owner.
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. Advisors who use the Value Builder Score Report in their sales process charge 60% more for their services on average.
Keep your name in front of owners without adding to your to-do list. Our automated drip campaigns, backed by insights from 25,000 business owners, deliver pre-tested content that drives 2x the open rates and 5x the click-through rates compared to industry averages.
A value assessment platform that helps advisors start more strategic conversations with business owners.
