The Value Builder

A Valuable and Sellable Business

You have worked so hard to build your business.

Whether you plan to sell , transition, or create a “self-managing business,” you need a Freedom Plan!

Most financial advisory firms are not equipped to help you build and optimize the most valuable asset that you control – your business. That’s where we come in.

Get Your Score!

Value Builder Score

Get your score on the 8 Factors That Drive Your Company’s Value, a comprehensive analysis of your score and an action plan for how to improve your score on each.

Learn More...

Freedom Score

There comes a time when the sale of your company will generate enough income to fund the rest of your life. We call it the Freedom Point.

Learn More...

PREScore

You’ve Built An Amazing Business…
Now What? Are you personally ready for what should be the happiest day of your life? Exit your business with no regrets.

Learn More...

Download our free eBooks

The Freedom Point

If you’re like most business owners, your desire for freedom is hardwired into your psyche.

Selling your business may seem far off into the future, but if exiting your business now would give you the financial resources to do whatever you want, it may be worth considering sooner than feels natural.

This eBook offers a simple methodology you can apply to reach financial independence – what we call The Freedom Point.

The Rainmaker's Dilemma

Did you know almost half of all business owners will hit the same stumbling block?

They become the primary revenue driver for their company – The Rainmaker.

Avoid the downhill trap of becoming the Rainmaker and make the transition to Architect of your business.

8 Ways To Re-Invent Yourself In A Crisis

You’ll discover how to:

leverage digital channels while working from home
exploit an increased use of social media to drive sales
pick the best part of your business to invest in now
motivate yourself to act with clarity and confidence

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

You’ll discover:

The surprisingly simple strategy behind one founder’s $87 million exit
The strategic move that took one company from being worth three times EBITDA to more than 13 times in just two years
The 10/40 rule and how it can jack up your take from the sale of your business

How to Productize Your Service in 8 Simple Steps

Have you ever wondered how to make a business less reliant on its owner? The answer is to “productize” the service.

This is the process of breaking down the service into a series of steps and packing it like a tangible offering. We’ve developed an eBook outlining an 8-step approach to help you productize your service.

The Exit Checklist

For a successful exit, you need to be able to say a hearty “Yes!” to two important questions:

1. Is your business ready for you to exit?

2. Are you ready to exit?

It’s an easy question to ask, but it can be difficult to answer. This is why we’ve created a five-step action plan to ensure you have a happy, lucrative exit from your business.