At the Exit Planning Institute® (EPI), we are committed to forging partnerships that provide real value to business owners and advisors alike. We are excited to announce a new strategic partnership with The Value Builder System™. The Value Builder System is a value assessment toolset that empowers advisors to begin strategic conversations with business owners.
Introducing The Value Builder System
The Value Builder System’s mission is to level the playing field for small business owners as they approach their exit. They empower business owners to protect, grow, and realize the value of their company through a network of trusted advisors, who can utilize the power of the assessment toolset to start those strategic conversations with business owners.
The Story Behind The Value Builder System
The Value Builder System began with a book called Built to Sell. Built to Sell became a must-read for small business owners looking to create a company that could thrive without them – and sell for top dollar. The idea grew into an assessment, helping business owners evaluate their business, and then a suite of tools to unlock its value.
Today, it is called The Value Builder System. With over 80,000 business owners using these tools, working with a discrete group of highly trained advisors, The Value Builder System is here to help them protect, grow, and realize the value of their company.
How Does The Value Builder System Drive Value?
The Value Builder System’s mission is to level the playing field for small business owners as they approach their exit. The Assessment is divided into eight sections, each targeting a key driver of company value. For every driver, The Value Builder System offers tools that you can use with your clients to help them understand and improve their scores. You can offer these tools to your clients as a self-paced learning resource, the foundation of a mastermind or peer group, or as the basis for your one-on-one advisory work. Advisors justify their advisory fees by delivering real results: businesses typically score 59 on the Value Builder Score, but with a CEPA’s guidance, those who elevate their score to 80 receive acquisition offers 71% above the average.
Benefits for Certified Exit Planning Advisors (CEPA®)
With The Value Builder System, there is an immediate ROI when incorporating the assessment into the business development process. Whether through networking events, referrals, or direct outreach, CEPAs can use the Value Builder Assessment during these early interactions to set realistic valuation expectations and quickly identify motivated sellers.
If the estimated value in the assessment falls short of the owner’s expectations (which is often the case), CEPAs can present a straightforward choice: sell now at a realistic price or work with them to increase the business’s value using Value Builder’s suite of tool. This strategy allows you to prioritize deals that are likely to close while also earning additional revenue from owners dedicated to improving their value before an exit.
Strategic Partnership with Exit Planning Institute®
The Value Builder System and EPI have a long standing and productive partnership, sharing similar values and goals of facilitating significant exits for business owners with the guidance of a CEPA.
Why Join EPI's Strategic Partnership Program?
The Strategic Partnership Program facilitates connections between advisors, specialized experts, software tools, and resources to develop successful teams. In the evolving landscape of exit planning, partnerships like these are essential for driving significant progress and ensuring lasting success
Interested in becoming a Strategic Partner? Contact our Director of Strategic Relationships, Josh Koza, for more information!
