Our smartest accountants integrate the Value Builder Assessment into their annual review process with every client, using it to identify areas where they can offer valuable advisory services.

These opportunities often include cash flow management, profitability analysis, business process improvement, financial forecasting, debt management, succession planning, risk management, budgeting, investment strategy, and valuation services. By integrating the Value Builder Report into your annual review process, you not only elevate your role but also unlock new, lucrative revenue streams in work that is far from commoditized.

Additionally, our Nurture Cycle helps you stay top-of-mind with clients, ensuring you’re the first call when they need strategic advice.

The Value Builder Assessment is divided into eight sections, each targeting a key driver of company value. For every driver, we offer tools that you can use with your clients to help them understand and improve their scores. You can offer these tools to your clients as a self-paced learning resource, the foundation of a mastermind or peer group, or as the basis for your one-on-one advisory work. Accountants justify their advisory fees by delivering real results: businesses typically score 59 on the Value Builder Score, but with your guidance, those who elevate their score to 80 receive acquisition offers 71% above the average.