A value assessment platform that helps advisors start more strategic conversations with business owners.
Just released: The Q3, 2026 Exit Readiness Index. Get the free report →
Value Builder gives you the tools to deliver the Value Acceleration Methodology every day, with every client.
Every CEPA leaves the program knowing what a great engagement looks like. Not every CEPA has the infrastructure to deliver it consistently, across every client. Value Builder closes that gap.
VALUE BUILDER GIVES YOU
Every leg of the stool gets a number your client can see and act on.
VALUE BUILDER GIVES YOU
Owners see their score and their Value Gap, so the first meeting starts with facts.
VALUE BUILDER GIVES YOU
One proven way to run every engagement, that your entire practice can follow.
VALUE BUILDER GIVES YOU
Bring the right coach, transaction advisor or CPA into each engagement, while you keep the lead and client.
Most advisors concentrate on the third leg, the sale, and overlook the other two. But as every CEPA knows, if one leg is missing from the plan, the stool won’t stand.
Value Builder was built around this same framework. Our 360° Readiness Lens gives you a quantified baseline across all three legs. Not as a concept, but as data you can use in the first client conversation.
The Business Leg
Measures the eight drivers of transferable value in your client’s company. Identifies exactly where value is being eroded and what to fix first. This is the baseline that anchors your entire engagement.
The Financial Leg
Measures whether the owner has enough outside the business to fund the life they want after exit. Surfaces the wealth gap before it becomes a deal-killer.
The Personal Leg
Measures personal and psychological readiness, the most overlooked leg of the stool. With 74% of owners reporting regrets one year after they exit, it helps your client understand who they’ll be on the other side of the transaction, before they get there.
Together, these three assessments give you something no single financial model or business valuation can: a complete picture of where your client truly stands.
The Triggering Event is the most important step in the Value Acceleration Methodology. It works like a supercharged business valuation: it shows owners what their business is worth today, and what it could be worth at Best-in-Class.
The Value Builder Score is your Triggering Event. Every time a business owner completes the assessment, they see their score, their Value Gap, and a prioritized roadmap for improvement. That’s the moment the engagement begins.
of the time, the Triggering Event leads to owner action. When owners see the gap between where they are and where they could be, they commit to the process, the advisor, and the work ahead.
First Try Finish Rate. Owners complete the assessment on their own, without getting stuck or handing it off to an assistant.
The VAM is a management and life-planning system focused on value and income. It’s grounded in action, brings every stakeholder into the process, and clarifies the road map to success. Value Builder is the operational infrastructure that makes that road map real.
01
Every engagement starts with the 360° Readiness Lens, a baseline across all three legs of the stool that your client can complete in one sitting. You walk into the first deep conversation already holding the data.
02
A structured, repeatable process for moving clients through the Prepare Gate. Modules, exercises, and benchmarks help owners close their Value Gap systematically, with you as the quarterback.
03
Nurture Cycle sends professionally written, advisor-branded content to your clients and prospects every week, keeping your name in front of them between meetings without you writing a word.
Your CEPA gave you the methodology. Value Builder gives you the team, and the tools to lead it.
You stay in charge of the client:
Value Acceleration coaches and consultants
Drive the Prepare stage: closing value gaps and growing intangible capital in 90-day sprints.
Transaction advisors and M&A professionals
Ready for the Decide stage, when your client chooses to transfer.
Financial advisors, CPAs and Fractional CFOs
Quantify the wealth gap and strengthen financial readiness.
Free guide for CEPAs · 2026 Edition
The CEPA’s guide to starting more strategic conversations with business owners, so you’re the trusted voice they already know when the moment arrives.
In this eBook, you’ll discover how to:
Value Builder has partnered with the Exit Planning Institute since 2011. We were built around the same philosophy that underpins your CEPA credential.
Fifteen years working alongside the institute that trains and certifies CEPAs.
Add one or one hundred. Your subscription cost doesn’t change.
Most assessment tools are built for advisors. Ours is built for the owner sitting across from you.
As a firm, everything your clients see is branded to you. Value Builder works behind the scenes.
Get a personalized walkthrough built around your exit planning practice. We’ll learn about your firm and the owners you serve, then show you how the platform supports each stage of your engagements.
A value assessment platform that helps advisors start more strategic conversations with business owners.