FINANCIAL ADVISOR
How Omari Kamal Tripled His Review With The Value Builder System™

Omari Kamal

Financial Advisor

8 Number of Professionals
20+ Number of Years Established

Omari Kamal is the founder of P&G Advisors, a strategic advisory firm on a mission to help one million small businesses each reach a $10 million valuation, unlocking $1 trillion in wealth for local communities across the U.S. With a background in investment management, private equity, and M&A, Kamal launched his firm to serve entrepreneurs often overlooked by traditional advisors.

After years of providing financial services to business owners, Kamal realized that most owners had never been shown how to think about their company as their greatest asset. “A client once asked me, ‘How do I get others to see me as a great investment?’ That question stuck with me for years. When I discovered The Value Builder System™, it finally gave me a framework to answer it.”

Business Challenges

When Kamal started P&G Advisors, he saw firsthand how overwhelmed many business owners were, not just with operations, but with understanding the long-term value of their company. “Most owners came to us with a sense of urgency; cash flow problems, IRS pressure, or burnout,” he says. “They knew something wasn’t working, but they couldn’t name it.”

These owners typically hadn’t thought about their endgame. Many lacked clear financial targets, had no succession plan, and had never considered what their business might be worth, or how to increase that value over time. “Even the best financial statements are lagging indicators,” Kamal says. “Owners needed a way to measure future potential, not just past performance.”

Why The Value Builder System™?

Kamal adopted The Value Builder System™ as the central framework for his firm. He uses it to help clients understand and influence the long-term value of their businesses. “We give away the Value Builder Report for free as a starting point,” he explains. “That conversation shifts everything. Instead of focusing just on taxes or books, we’re talking about legacy and wealth creation.”

The Value Builder Score Report and Freedom Score Report each provide a structured way to assess a business’s exit and financial readiness. Kamal uses them to identify gaps in a business’s current trajectory and guide owners toward specific, actionable improvements. “When you tie the business’s value to a personal freedom number, owners immediately get it,” he says.

Once a business owner completes their assessment, Kamal uses the Scenario Planner tool to model how improving specific drivers, like recurring revenue or customer diversification, can increase valuation. This becomes the basis for a tailored engagement strategy focused on long-term growth.

Implementation and Impact

At P&G Advisors, Value Builder is the foundation of every engagement. New clients begin by completing the Value Builder and Freedom Score assessments. These results are reviewed during onboarding meetings and used to design a 12-month action plan.

“We use the assessments to identify the biggest gaps and set priorities,” Kamal explains. “The data makes it easier to have honest conversations, especially when a business owner thinks their company is worth more than it is.”

From there, Kamal’s team holds monthly advisory sessions with clients, reviewing progress and staying accountable to the plan. Each quarter, clients re-take the Value Builder Report, and P&G Advisors tracks total client value created. “That quarterly check-in gives owners a tangible sense of progress and gives us hard data on the difference we’re making,” Kamal says.

The results have been significant. Kamal’s firm has grown from $250,000 in annual revenue to roughly $700,000 and is now on track to exceed $1.5 million. His reputation has grown alongside his business, with clients now seeking out his firm specifically for its value-building expertise.

A Value Builder Success Story

Kamal’s favorite client success stories start with what he calls ‘the pivot moment,’ when a business owner begins thinking like an investor. In one case, an owner struggling with cash flow completed their Value Builder Report and was surprised by a low score. Kamal used the results to help them visualize a path to a $3.6 million valuation; the number they’d need to support their personal financial goals.

“We mapped their current financials against the value they would need to retire comfortably. Once they saw the gap, they were all in,” he recalls. Over time, they improved their recurring revenue, reduced their dependency on key customers, and grew profits, raising their Value Builder Score and creating a clear path to exit.

Conclusion

For Omari Kamal, The Value Builder System™ is more than just software. It’s a philosophy that transforms how business owners think about their company. “It’s the first tool I’ve found that helps owners connect the dots between what their business is today and what it could be tomorrow,” he says.

By grounding every engagement in value-building conversations and tools, Kamal has not only grown his own firm but also helped others do the same. “If you want to build a firm that actually makes a difference, and grows while doing it, Value Builder is the system to build around.”

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