A value assessment platform that helps advisors start more strategic conversations with business owners.
Value Builder helps you move beyond compliance work by uncovering advisory opportunities your clients truly value. You’ll stay relevant throughout the year by helping business owners grow and protect their most valuable asset.
Our Trusted Clients
Identify and close more high-value advisory opportunities.
Create more revenue streams beyond traditional tax and compliance work.
Earn more for services and your business owner clients.
Our Software Is Organized into Three Components:
Assess: Help Owners See the Bigger PictureAssess gives you a structured, credible way to show owners where they stand—and how your services can make a difference. It includes three owner-friendly assessments: The Value Builder Score, PREScore™, and Freedom Score. These tools shift the conversation from justifying your coaching fees to demonstrating a clear ROI for your advice. On average, accountants using the Value Builder Score Report charge 60% more because they can prove their impact on a client’s most valuable asset.
Grow: Turn Financial Data Into Business ValueRegardless of your approach, Grow provides a library of ready-to-use tools to add to your toolbox. Scenario Planner breaks down what’s driving (or dragging down) the Value Builder Score and pinpoints the changes that will have the biggest impact. Short video tutorials and exercises show owners how to make improvements, step by step. Use the Grow tools in one-on-one engagements, workshops, or peer groups to drive progress and create momentum. Value Builder advisors help clients boost their company’s exit multiple by 71% on average.
Nurture: Stay Top of Mind With High-Value ContentNurture keeps your name in front of owners without adding to your workload. The Nurture Cycle is a fully automated drip campaign that delivers data-driven insights, real case studies, and educational content designed to build trust over time. Created by the team behind Built to Sell, and pre-tested and optimized using our proprietary panel of 25,000 business owners, Nurture Cycle positions you as the expert in business value creation—while consistently achieving open rates twice the industry average.
Value Builder is a value assessment platform that helps advisors start more strategic conversations with business owners.
A value assessment platform that helps advisors start more strategic conversations with business owners.