Just released: The Q2, 2026 Exit Readiness Index. See how ready owners really are to sell. Get the free report →
Convert the AUM trapped in your clients’ businesses into investable assets.
Turn the trust you already have into multi-year exit-advisory engagements.
Build a steady pipeline of sellable businesses with realistic expectations.
Make your ROI tangible and tie every engagement to business value.
AssessGet a complete, 360° view of every owner’s exit readiness across business, personal, and financial dimensions. It includes three owner-friendly assessments: The Value Builder Score, PREScore™, and Freedom Score.
GrowTurn assessments into action with tools that show owners what improvements are worth, and a branded portal to guide them there. Scenario Planner models the dollar impact of each value driver, while Growth Planner blends our content with your firm’s IP in one custom roadmap.
NurtureStay in front of owners for years without adding to your to-do list. Every week, a white-labeled email is sent on your behalf featuring a real exit story, so by the time an owner is ready to talk, you’ve been in the conversation longer than anyone else.
Built on data from 80,000+ business owners and the category-defining book Built to Sell, with 2,800+ reviews and a podcast with over 2 million downloads.
The Value Builder Score assessment has an 82% first-try finish rate, enabling every advisor on your team to surface advisory work. Not just the founder.
Operating since 2011 with 1,000+ advisors worldwide on the platform today. Build your future on the market leader, not a bet.
A value assessment platform that helps advisors start more strategic conversations with business owners.
