A value assessment platform that helps advisors start more strategic conversations with business owners.
Value Builder helps financial advisors stand out in a crowded market by positioning them as experts in the complex—and often overlooked—needs of business owners. It equips you to assess a client’s largest asset, identify ways to grow it, and stay connected until they’re ready to exit.
Our Trusted Clients
Position yourself as a trusted advisor when guiding business owners.
Enhance your client relationships and earn more business.
Stay top-of-mind until business owners decide to exit.
Our Software Is Organized into Three Components:
Assess: Focus on Their Largest AssetFor most business owners, their company is their most valuable asset—yet it’s rarely the focus of financial advice. Value Builder changes that with Assess, a toolset designed to make the business a central part of the conversation. It includes three owner-friendly assessments: the Value Builder Score, PREScore™, and Freedom Score.
Grow: Add Value to the Business Before It’s SoldGrow gives you the tools to help owners build the value of their company—so when the time comes to sell, they walk away with more. Scenario Planner explains why a business received its score and helps prioritize the improvements that will have the biggest impact on overall value. Short video tutorials and interactive exercises help the owner take action, while you stay in the position of trusted advisor. Use Grow to add value to the client relationship well before a liquidity event, showing you understand the big picture.
Nurture: Stay Connected Until They’re ReadyBusiness owners often take years to decide when to sell. Nurture helps you stay in touch—without extra work. The Nurture Cycle is an automated email drip campaign filled with data-backed insights and real-world case studies. 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 go-to expert on building company value and planning for exit—long before your competitors even know a sale is coming.
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.
