Resources to Help You Start More Strategic Conversations With Business Owners

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Case Studies

BUSINESS BROKERAGE FIRM
How Drs. Leilani and Fernando Acosta Built a Scalable, Trust-First Practice with The Value Builder System™

Drs. Leilani Felix-Acosta and Fernando Acosta are certified M&A advisors, licensed bus…

FINANCIAL ADVISORY FIRM
How Wendy Brookhouse Built a Scalable, Multi-Stream Practice with The Value Builder System™

Wendy Brookhouse is the founder and CEO of Black Star Wealth, a financial planning and wea…

BUSINESS COACH
How Eduan Steynberg Blends TAB and Value Builder to Help Owners Build Lasting Value

Eduan Steynberg is the first TAB (The Alternative Board) franchisee in South Africa, combi…

FINANCIAL ADVISORY FIRM
How P&G Advisors Tripled Their Revenue With The Value Builder System™

Omari Kamal is the founder of P&G Advisors, a strategic advisory firm on a mission to …

BUSINESS COACH
How Shawn Walsh Enhances Advisory Impact Through Peer Groups with The Value Builder System™

Shawn Walsh is the Founder and CEO of Encore Strategic Consulting and a former IT business…

BUSINESS COACHING FIRM
How Summit Achievers Creates High-Value, No-Regret Business Transitions with The Value Builder System™

Craig Huston is the founder of Summit Achievers, a business advisory firm that helps owner…

BUSINESS COACH
How Paul Claessen Quadrupled His Client Fees with The Value Builder System™

Paul Claessen is a business coach based in Perth, Australia, specializing in helping SMEs …

BUSINESS BROKER
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…

ACCOUNTANT
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…

BUSINESS COACH
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…

BUSINESS COACH
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…

M&A PROFESSIONAL
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…

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…

BUSINESS COACH
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…

FINANCIAL ADVISOR
MassMutual Now Has an Accurate Method for Determining Business Value

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

BUSINESS COACH
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…

MANAGEMENT CONSULTANT
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…

BUSINESS COACH
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…

FINANCIAL ADVISOR
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…

M&A ADVISORY FIRM
BizNavigators Achieves a 70% Conversion Rate with The Value Builder System™

BizNavigators is an M&A advisory firm that helps business owners prepare for a success…

M&A PROFESSIONAL
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…

BUSINESS COACH
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…

M&A PROFESSIONAL
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…

BUSINESS COACH
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…

BUSINESS COACHING FIRM
GRG Momentum Leverages The Value Builder System™ For Over One-Third of Its Clients

GRG Momentum is a business advisory firm that helps entrepreneurs build successful busines…

BUSINESS COACH
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 …

ACCOUNTANT
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…

M&A PROFESSIONAL
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…

Whitepapers

The Yes Box: How Step-Change Thinking is the Key to Growing Sales in a Shrinking Economy

Inside the Owner’s Mind: The One Metric You Need to Become Your Client’s Most Trusted Business Advisor

The Definitive Guide to Standard Operating Procedures

The Overlooked Owner: A Key Factor in Determining Business Value

The Rainmaker’s Dilemma: How Your Greatest Strength Becomes a Debilitating Weakness

The Freedom Point: A Financial Planning Guide for Business Owners

Productize: 8 Ways To Turn Your Service Into A Product

Better, Not Bigger: Introducing the Value Building Industry

Famous or Rich: 9 Ways Value Builders Prioritize Wealth Over Recognition

8 Ways to Re-Invent Yourself in a Crisis

The Entrepreneur’s Trusted Advisor

9 Subscription Models Any Business Can Adopt

Hiding in Plain Sight: Why the Most Attractive Segment in the Business Market May Be Overlooked by Advisors

How an Owner’s Age Impacts Their Attitudes Towards Exit

6 Lead Generation Strategies for Professional Advisors

The Exit Checklist: A 5-Step Personal Action Plan For a Happy (And Lucrative) Exit From Your Business

Webinars

Solving the Rainmakers’ Dilemma

Understanding the Freedom Point

Leveraging LinkedIn

8 Steps to Productize Your Service

6 Lead Generation Strategies for Professional Advisors

How to Coach Clients From Home

The Secret to Selling Advice

The 9 Ways Your Clients Can Build Value

How to Host a Virtual Mastermind-Peer Group

Better Not Bigger: Introducing the Value Building Industry