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Features
Smart Content
Nurture Cycle
Discovery Questionnaires
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Contact Management & Alerts
Value Builder Engagement
I am…
An Accountant
A Business Broker
A Business Coach
A Financial Advisor
A Management Consultant
A M&A Professional
A Wealth Manager
Learn
Case Studies
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Blog
About Us
Sign In
Request a Demo
Menu
Features
Smart Content
Nurture Cycle
Discovery Questionnaires
Business Valuation Calculator
Contact Management & Alerts
Value Builder Engagement
I am…
An Accountant
A Business Broker
A Business Coach
A Financial Advisor
A Management Consultant
A M&A Professional
A Wealth Manager
Learn
Case Studies
Whitepapers
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Blog
About Us
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Case Studies
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Case Studies
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Most Popular
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…
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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…
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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…
Read More
BUSINESS COACH
Productizing Helped Paul Wirth Double his Close Rate and Increase Client Lifetime Value by 250%
Paul Wirth has over 35 years of experience in executive national leadership roles in finan…
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MANAGEMENT CONSULTANT
Susan Giddings improved close rate by 33% and increased profits by 27%
Susan Giddings is the founder and CEO of Susan Giddings Consulting. She has over 35 years …
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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…
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BUSINESS COACH
Gina Catalano Converts 40% of Workshop Attendees into Paying Clients with The Value Builder System™
Gina Catalano has been helping business owners grow their companies for over 20 years. She…
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ACCOUNTANT
CPA Adds Consulting Services, Doubles Revenue with The Value Builder System™
As the COO of CPA firm Gheen & Co., Mark Tuggle helped provide a wide array of busines…
Read More
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…
Read More
BUSINESS COACH
Ekklesia Capital Helps Local Businesses Survive—and Thrive
David Oyadomari is the Managing Director at Ekklesia Capital. With over 25 years of experi…
Read More
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…
Read More
M&A PROFESSIONAL & BUSINESS COACH
Jennifer Ramos Expects Her Business to Double Next Year with The Value Builder System™
Jennifer Ramos is the CEO and founder of JR3 Consulting Group. JR3 helps business owners i…
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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…
Read More
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…
Read More
BUSINESS COACH
Execuity Increased Revenue by 300% After Implementing The Value Builder System™
Linda Ruffenach is the founder and chief strategist for Execuity, a consulting firm servin…
Read More
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…
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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…
Read More
Copywriting Agency Owner Productized Her Service and Increased Recurring Revenue
In 2009, Anna Woolliscroft founded Market Avenue Limited, a marketing consultancy based in…
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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…
Read More
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…
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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…
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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…
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MANAGEMENT CONSULTANT
Final Ascent Qualifies Leads 8x Faster with The Value Builder System™
Steve Conwell is the owner and CEO of Final Ascent, a business consulting firm that specia…
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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…
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M&A PROFESSIONAL
What Used to Take Innovative Business Advisors Weeks Now Takes Minutes with The Value Builder System™
With over 40 years of experience, Marquita Wiley has been successfully coaching and consul…
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BUSINESS BROKER
BizNavigators Achieves a 70% Conversion Rate with The Value Builder System™
As co-owner and CEO of BizNavigators, Marla DiCarlo helps business owners prepare for a su…
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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…
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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…
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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…
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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…
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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…
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BUSINESS COACH
GRG Momentum Leverages The Value Builder System™ For Over 1/3 of its Clients
As the founder and managing director of GRG Momentum, Geoff Green helps entrepreneurs buil…
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BUSINESS COACH
Family Business Advisers Increased Revenue by 40% With The Value Builder System™
For over 30 years, Eugene Wallace has been a tremendous resource and trusted advisor to ma…
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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 …
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FINANCIAL ADVISOR
The Value Builder System™ Was Almost Too Impactful Too Quickly
Founded by Allen Harris in 2001, Berkshire Money Management (BMM) is a full-service money …
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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…
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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…
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All our Case Studies
BUSINESS COACH
Productizing Helped Paul Wirth Double his Close Rate and Increase Client Lifetime Value by 250%
Paul Wirth has over 35 years of experience in executive national leadership roles in finan…
Read More
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…
Read More
MANAGEMENT CONSULTANT
Susan Giddings improved close rate by 33% and increased profits by 27%
Susan Giddings is the founder and CEO of Susan Giddings Consulting. She has over 35 years …
Read More
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…
Read More
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…
Read More
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…
Read More
BUSINESS COACH
Gina Catalano Converts 40% of Workshop Attendees into Paying Clients with The Value Builder System™
Gina Catalano has been helping business owners grow their companies for over 20 years. She…
Read More
ACCOUNTANT
CPA Adds Consulting Services, Doubles Revenue with The Value Builder System™
As the COO of CPA firm Gheen & Co., Mark Tuggle helped provide a wide array of busines…
Read More
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…
Read More
BUSINESS COACH
Ekklesia Capital Helps Local Businesses Survive—and Thrive
David Oyadomari is the Managing Director at Ekklesia Capital. With over 25 years of experi…
Read More
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…
Read More
M&A PROFESSIONAL & BUSINESS COACH
Jennifer Ramos Expects Her Business to Double Next Year with The Value Builder System™
Jennifer Ramos is the CEO and founder of JR3 Consulting Group. JR3 helps business owners i…
Read More
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…
Read More
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…
Read More
BUSINESS COACH
Execuity Increased Revenue by 300% After Implementing The Value Builder System™
Linda Ruffenach is the founder and chief strategist for Execuity, a consulting firm servin…
Read More
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…
Read More
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…
Read More
Copywriting Agency Owner Productized Her Service and Increased Recurring Revenue
In 2009, Anna Woolliscroft founded Market Avenue Limited, a marketing consultancy based in…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
MANAGEMENT CONSULTANT
Final Ascent Qualifies Leads 8x Faster with The Value Builder System™
Steve Conwell is the owner and CEO of Final Ascent, a business consulting firm that specia…
Read More
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…
Read More
M&A PROFESSIONAL
What Used to Take Innovative Business Advisors Weeks Now Takes Minutes with The Value Builder System™
With over 40 years of experience, Marquita Wiley has been successfully coaching and consul…
Read More
BUSINESS BROKER
BizNavigators Achieves a 70% Conversion Rate with The Value Builder System™
As co-owner and CEO of BizNavigators, Marla DiCarlo helps business owners prepare for a su…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
BUSINESS COACH
GRG Momentum Leverages The Value Builder System™ For Over 1/3 of its Clients
As the founder and managing director of GRG Momentum, Geoff Green helps entrepreneurs buil…
Read More
BUSINESS COACH
Family Business Advisers Increased Revenue by 40% With The Value Builder System™
For over 30 years, Eugene Wallace has been a tremendous resource and trusted advisor to ma…
Read More
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 …
Read More
FINANCIAL ADVISOR
The Value Builder System™ Was Almost Too Impactful Too Quickly
Founded by Allen Harris in 2001, Berkshire Money Management (BMM) is a full-service money …
Read More
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…
Read More
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…
Read More