A value assessment platform that helps advisors start more strategic conversations with business owners.
The assets you manage are just the tip of the iceberg. The vast majority of a business owner’s net worth is locked inside their company, illiquid and invisible, until the day they sell. When that liquidity event comes, the advisor who’s been talking about the business is the one who manages the proceeds. Value Builder makes you that advisor.
Business owners are among the most valuable relationships in any practice, and yet most of their net worth is illiquid, locked inside the company. That’s shadow AUM: invisible to the market, very real to the owner.
When the business sells, a meaningful share of it converts to investable assets. The advisors who manage those proceeds are almost always the ones who were already in the conversation.
The 360° Readiness Lens anchors conversations about business, personal, and financial readiness in objective data, without straying outside your lane.
Show owners what specific improvements mean for their eventual proceeds, and guide them there through a branded portal that blends our content with your financial planning frameworks.
Replace generic quarterly market updates with weekly white-labeled exit stories that signal you understand the world your owner-clients live in.
Win the business-owner clients you don’t have yet, and keep the ones you can’t afford to lose.
Most advisors who work with business owners never talk about the business. They stick to investable assets and hope the owner doesn’t notice the gap. That’s your opening. When you lead with a structured conversation about exit readiness, you immediately stand apart from their current advisor. You’re speaking to something no one else is. Value Builder helps you start that conversation on day one.
If you aren’t talking to your owner-clients about their exit readiness, someone else is. Once a competitor proves they “get” business owners by walking in with a structured framework, your client may quietly graduate to them when the wealth becomes liquid. The 360° Readiness Lens makes you the strategist who understands the whole picture, not just the brokerage account, and de-risks the most valuable relationships in your book.
Book a 30-minute demo. We’ll walk you through the platform using a real owner profile and show you how advisory firms typically roll Value Builder out across their team.
A value assessment platform that helps advisors start more strategic conversations with business owners.
