BUSINESS COACH
Family Business Advisers Increased Revenue by 40% With The Value Builder System™

Eugene Wallace

Business Coach

30+ Number of Professionals
38 Number of Years Established

For over 30 years, Eugene Wallace has been a tremendous resource and trusted advisor to many family-owned businesses. At Family Business Advisers, Wallace specializes in succession planning for businesses transitioning ownership from one generation to the next. In addition, Wallace has expanded Family Business Advisers and now guides owners who are looking to sell their business. Working exclusively with family-owned businesses, Wallace understands the intricacies of succession planning and has become the go-to expert for many generations of leaders. 

Business Challenges

Having built a strong foundation of succession planning for family-owned businesses, Wallace saw an emerging opportunity in another area, advising owners looking to sell their business. The team at Family Business Advisers could not ignore the growing demand for business owners seeking value building and exit planning consulting. 

In order to focus on this new advisory arm of his business, Wallace searched for a tool that had a proven track record of helping owners build value and successfully sell their business. Additionally, Wallace needed an effective way to generate leads and increase awareness for this new service. Lastly, Wallace needed a coaching methodology to follow as he expanded his service. With these challenges in mind, Wallace was on a search for a platform that can help spearhead this new value building and exit planning arm of his business. 

Why The Value Builder System?

Utilizing The Value Builder System™ has fueled Wallace’s new value building advisory arm, spawned new programs, and helped grow the business in a number of ways. By strategically deploying The Value Builder System™, Family Business Advisers has increased revenue by up to 40%.

In order to solve his first issue, generating interest from prospects, Wallace leverages the Value Builder Questionnaire. By simply sending a web link to prospective clients, business owners are given an online assessment which takes 15 minutes to complete and provides them with a detailed report on the strengths and weaknesses of the business. This simple, yet powerful tool has helped Wallace convert two to three times more prospects into clients. The Value Builder Questionnaire effectively identifies areas of concern for business owners, giving them a starting point to improve the company.

Furthermore, with the data that comes from the assessment, Wallace is able to begin fruitful discussions with business owners about how building value will yield a much greater result when selling. When describing its impact, Wallace said, “The Value Builder System™ helps in the discovery process, determinie where they are, develop a plan and assist them critically in doing the work.” Wallace has been impressed with how all-encompassing The Value Builder System™ can be for business owners, beginning in the discovery phase, all the way to when a business is sold. 

The Value Builder System™ has also helped Wallace apply value building principles to his core strength, succession planning. Once the Value Builder Questionnaire is completed, Wallace and each business owner have a clear understanding of where the business stands based on the 8 Key Drivers of Company Value. Wallace then works together with the owner and their children, delegating responsibilities to start improving their given key driver(s). This activity gives owners confidence that their business is in good hands, will increase in value and continue to thrive. 

The Value Builder System™ has also been the source of a new program at Family Business Advisers which has boosted revenues. Wallace created a peer mentoring program where ten to twelve business owners gather monthly and together work through The Value Builder System™. Rather than traditional one-on-one sessions, this new group setting has enabled Wallace to take on more clients than ever before, as well as organize multiple groups. When discussing this new initiative, Wallace said, “The Value Builder System™ gives me more consistent and  directed content to work with business owners.” With each session, Wallace does little planning but instead relies on The Value Builder System™ and its step-by-step methodology.  

Results

With new group coaching sessions designed around The Value Builder System™, Wallace has seen revenue surge and increased his capacity to advise more clients. Without the need for a marketing resource to craft a presentation, Wallace uses the tools and exercises within The Value Builder System™ instead.

The Value Builder System™ has proven to be a worthwhile investment for Family Business Advisers. Wallace can now offer value building advisory in addition to his existing succession planning service. With a new platform in his arsenal, Wallace has a reliable tool for lead generation, succession planning, and group coaching.

More Case Studies

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…

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…

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…

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 …

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…

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…

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…


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
Ekklesia Capital Helps Local Businesses Survive—and Thrive

David Oyadomari is the Managing Director at Ekklesia Capital. With over 25 years of experi…

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…

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…

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 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…

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…

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…

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…

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 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…

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…

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 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…

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 …

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 …

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…

Sales & Marketing Software Built for Business Advisors