By proactively discussing the owner’s endgame, you position yourself as the quarterback of the relationship, ensuring you remain your client’s most trusted advisor. This strategic approach not only strengthens your relationship but also positions you to manage the proceeds of the sale when the time comes, ensuring you’re the first call when they decide to exit.

The Value Builder Assessment is divided into eight sections, each targeting a key driver of company value. For every driver, we offer tools your clients can leverage to help them understand and improve their scores. You can offer these tools to your clients as a value-added self-paced learning resource, the foundation of a mastermind or peer group, or as the basis for your one-on-one advisory work.

What truly sets you apart is our Nurture Cycle. By consistently delivering valuable content on the sale of a business every week, you steadily embed yourself in the mind of the business owner. Over time, you become recognized for your deep expertise and specialized knowledge in working with business owners, positioning yourself far above the average financial advisor. This consistent presence ensures that when business owners are ready to sell, you’re the trusted expert they turn to—not only for managing their assets post-sale but for guiding them through the entire process. This strategy not only strengthens your client relationships but also helps you significantly grow your assets under management.