Final Ascent Qualifies Leads 8x Faster with The Value Builder System™

Steve Conwell

Management Consultant & Exit Planner

1 Number of Professionals
3+ Number of Years Established

Steve Conwell is the owner and CEO of Final Ascent, a business consulting firm that specializes in exit planning. Conwell joined Final Ascent in 2017 with a wealth of experience in many leadership roles. In 2002, Conwell co-founded ECC, a national consulting and recruiting firm. From 2009 to 2017, Conwell was the Market President of a consulting firm that provided professional accountants to small businesses. Most recently, he was the interim CFO for Rylex Capital in residential real estate. In recent years, Conwell realized growing demands for a different kind of consulting, value building, and exit planning and made the decision to make this his focus. 

Business Challenges

In order to be a successful player in the value building and exit planning space, Final Ascent identified a few areas  of his practice that needed to be tuned up. Conwell’s first area of concern was the qualification process. When assessing leads, Conwell conducted two-hour interviews to find out if a prospect was a good fit. Additional hours were needed to prepare 20-page presentations – all before they were brought on as a client. Conwell knew that there must be a more efficient and effective way to qualify prospects. 

The second area of concern was Final Ascent’s close ratio. With 15% to 20% of prospects turning into customers, Conwell knew that improving this would fuel business growth and increase revenues.  

With this checklist, Conwell turned to The Value Builder System™ – a tool he once used as a CFO at a previous company. With this all-in-one value building platform, Conwell looked to speed up his qualification process and increase his close ratio. Improving these two areas would lay the groundwork for Final Ascent’s eventual success. 

Why The Value Builder System?

To speed up the qualification process, Conwell turned to The Value Builder Questionnaire, a 15-minute online assessment. This highly effective tool is used by business owners to determine strengths and weaknesses within their business and pinpoints areas of improvement. When discussing its impact, Conwell said, “Within 15 to 20 minutes, we know this is an account we can work with.” When compared to his old manual process of interviews and paperwork, Conwell can now qualify prospects eight times faster. Taking advantage of this highly efficient process, Conwell has been able to save time, qualify more prospects than ever before, and has increased available billable hours. 

Not only has the Value Builder Questionnaire been invaluable in saving time in qualifying prospects, but it has also enabled Conwell to convert more prospects into customers. The Value Builder System™ provides owners with quantifiable goals and guides them through the value building process. By showcasing this roadmap toward success, more businesses have chosen to partner with Conwell and Final Ascent. With the help of The Value Builder System™, Conwell has increased his close ratio to 70%, representing a 50% increase in conversions, allowing him to quickly grow his customer base.  

Conwell also believes that The Value Builder System™ is an innovative tool that provides business owners with tremendous ROI. When discussing this, Conwell said, “From a value perspective, all the services I provide are added back when you go to market. It is not like business consulting where it affects your net profits, this will get paid for by the buyer.” This sentiment has proven to be true with each Final Ascent client, and this strong business case has helped Conwell grow his client roster.

Conwell is a firm believer that The Value Builder System™ makes businesses look more attractive in the eyes of the buyer.  The Value Builder System™ assists businesses in a few key areas that are important to buyers, such as increasing net promoter score (NPS), and healthy year over year growth. A trend has emerged where owners who have successfully worked on these areas generate more interested buyers and multiple offers – driving the sale price even higher.  


In addition to fully utilizing The Value Builder System™ in their day-to-day, Conwell has also taken advantage of The Value Builder Summit. This annual event brings together advisors, coaches, accountants, business brokers, and world-class keynote speakers to network and share best practices. When explaining the atmosphere at the event, Conwell said, “Everyone at The Value Builder Summit is all about building value and they live it and breathe, whether its business owners or advisors like myself. We’re just excited to be there and will continue attending for a decade to come.” Each year, Conwell is able to bring back new actionable ideas, processes, and initiatives to his team. 

Having successfully achieved his goals of an efficient qualification process and improving his close rate, Conwell and his team at Final Ascent continue to thrive. When explaining how the platform has impacted his business, Conwell said, “With every single account we have, we use the The Value Builder System™”. Final Ascent has been able to successfully integrate The Value Builder System™ into their existing processes and have become a much more efficient operation. As a result, Final Ascent now has the tools to continue to grow.

More Case Studies

Jennifer Ramos Expects Her Business to Double Next Year with The Value Builder System™

Jennifer Ramos is the CEO and founder of JR3 Consulting Group. JR3 helps business owners i…

Productizing Helped Paul Wirth Double his Close Rate and Increase Client Lifetime Value by 250%

Paul Wirth has over 35 years of experience in executive national leadership roles in finan…

Susan Giddings improved close rate by 33% and increased profits by 27%

Susan Giddings is the founder and CEO of Susan Giddings Consulting. She has over 35 years …

The Value Builder System™ Helps Indiana Business Advisors Sell 80% of Listings

Indiana Business Advisors (IBA) is Indiana’s largest business brokerage. They have sold ov…

Blue Sky Exit Planning Achieves a 60% Email Open Rate Without Lifting a Finger

Joseph Gitto is an accomplished senior finance, sales and operational executive, entrepren…

Denver Business Coach Increased Revenue per Client by 3X Leveraging One Tool

Steve Kohnke is the CEO of Denver Business Coach and has helped hundreds of owners build v…

The Value Builder System™ Helps Tom Jordan Save $650 a Month While Increasing Close Rate by 50%

Tom Jordan is the Chairman of Exodus Complink, based in San Antonio, Texas. He helps busin…

Sunbelt Guatemala Is on Pace to Increase Lead Generation by 300% With The Value Builder System™

The Sunbelt Business Brokers Network is an international leader in mediation for the purch…

Gina Catalano Converts 40% of Workshop Attendees into Paying Clients with The Value Builder System™

Gina Catalano has been helping business owners grow their companies for over 20 years. She…

CPA Adds Consulting Services, Doubles Revenue with The Value Builder System™

As the COO of CPA firm Gheen & Co., Mark Tuggle helped provide a wide array of busines…

Debra Robinson Law More Than Doubled in Value with the Help of a Certified Value Builder™

Debra Robinson owned and operated Debra Robinson Law for over twenty years. Her practice o…

Peak Value CEO Saves Time and Earns Recurring Revenue Through Mastermind Groups

Chris Ayers is a Certified Value Builder™ with over 30 years of experience in sales…

MassMutual Now Has an Accurate Method for Determining Business Value

The MassMutual Financial Group is a Fortune 500 life insurance company providing life insu…

Execuity Increased Revenue by 300% After Implementing The Value Builder System™

Linda Ruffenach is the founder and chief strategist for Execuity, a consulting firm servin…

Peter Boolkah Accelerated his Sales & Marketing Funnel With The Value Builder System™

For the last 15 years, Peter Boolkah has served as the Global Trainer & MasterCOACH Di…

Prosperity Plus Doubled their Revenue with The Value Builder System™

Jim Kahrs is the founder and president of Prosperity Plus, a management consultancy specia…

Copywriting Agency Owner Productized Her Service and Increased Recurring Revenue

In 2009, Anna Woolliscroft founded Market Avenue Limited, a marketing consultancy based in…

Air Free Duct Cleaning Increased Revenue by 50% in Its First Year Working with a Certified Value Builder™

In 2018, John Brummett and BJ Windhorst partnered to purchase Air Free Duct Cleaning. Toge…

Martin Williamson Converts 30% of Paid Assessments into Recurring Revenue

Martin Williamson is a Business Doctors advisor who helps SME business owners with strateg…

Danny Sleswick went from working 65 hours a week to 5 hours while increasing his company’s value by 83%

In 2008, Danny Sleswick decided to join his brother-in-law’s company, Image Cabinets, a ca…

The Owners of All About Bakery Equipment Increased Company Value by 28% While Improving Work–Life Balance

In 1996, David and Noela Tscheinig started All About Bakery Equipment, selling refurbished…

The Value Builder System™ Helped Mobius Financial Advisors Improve Their Bottom Line

Ray Croff is the CEO and president of Mobius Financial Advisors. Croff also serves as an a…

BizNavigators Achieves a 70% Conversion Rate with The Value Builder System™

As co-owner and CEO of BizNavigators, Marla DiCarlo helps business owners prepare for a su…

In 30 Months, Marigold Resources Helped 22 Business Owners Exit Using Value Builder System™

Founded in 2011, Marigold Resources is an Iowa-based M&A firm that provides business o…

The Selfassembled Network Uses The Value Builder System™ Content for the Entire Business Owner Journey

Glenn Grant is the co-founder and chief visionary of Selfassembled Ventures, a business ad…

Dumas Capital Partners Finds Untapped Market with The Value Builder System™

Dumas Capital Partners is a boutique corporate finance firm that provides advisory service…

Tech Owner Doubled Revenue After Working with a Certified Value Builder™

In 2001 MRM Global launched as a digital printing company in Scotland. Ten years later, it…

Exit Strategy Group Reduced Qualifying Time From Months to Days

Kerry Boulton is the owner of Exit Strategy Group based out of Australia. Boulton’s main f…

GRG Momentum Leverages The Value Builder System™ For Over 1/3 of its Clients

As the founder and managing director of GRG Momentum, Geoff Green helps entrepreneurs buil…

The Value Builder System™ Helps Business Owners See The Big Picture

Bob Green is the owner of TAB (The Alternative Board) North Shore. TAB is modeled after a …

The Value Builder System™ Was Almost Too Impactful Too Quickly

Founded by Allen Harris in 2001, Berkshire Money Management (BMM) is a full-service money …

Beickman Advisory Group Earns Over 120% More Per Client as a Certified Value Builder™

Beickman Advisory Group provides personalized finance consulting to individuals and b…

DBG Advisors Earns an Additional $5,000 a Month Using The Value Builder System™

Dr. L. Nolan Duck established DBG Advisors in 2006 and currently serves as the CEO. In the…

A value assessment toolset that helps advisors start more strategic conversations with business owners.