Our software combines tools and ready-made content for accountants, brokers, consultants and financial advisors who focus on helping owners protect, grow and realize the value of their business.
The lifetime value of a client who owns a business is impressive. They have more complex needs than a consumer, yet none of the buying power of a large enterprise which means you have the potential to earn fatter margins on a broader range of services.
Most are busy and lurch from one fire to the next. Targeted constantly by advisors, most owners have become immune to traditional marketing. Professional peers can be stingy with their referrals.
If you break through, many independent-minded owners
are skeptical of outside help and demand proof your advice is worth paying for.
It all adds to a tantalizing prize that can be slippery to nab.
The secret is to talk to owners about the one number they care about most: the value of their business.
Value Builder is sales and marketing software for business advisors to find, win and keep their best clients. It combines tools and ready-made content for accountants, brokers, consultants and financial advisors who focus on helping owners protect, grow and realize the value of their business.
Founder, BMM
“We weren’t ready as far as infrastructure goes, so we actually had to hide the content on our website until we could handle that flow of leads.”
Managing Dir., IAG
“When someone completes a Discovery Questionnaire, we see higher levels of interest, with more of them turning into clients.”
CEO & Founder, SP
“Value Builder helped us scale our practice. Leveraging the Value Builder Engagement in Masterminds generates a lot of revenue.”
Tools and ready-made content for accountants, brokers, consultants and financial advisors who focus on helping owners protect, grow and realize the value of their business.
Sales & Marketing Software Built for Business Advisors