Using The Value Builder System™ has been paid for 20 to 30x over with just one client.

–Eugene J. Wallace

Founder and President, Family Business Advisers

Why Add The Value Builder System™ to Your Mergers and Acquisition Firm?

As a sell-side mergers and acquisitions professional, you need quality businesses to sell that are owned by founders with a realistic expectation of what their business is worth. Sometimes those two things can be hard to find. Many owners want to sell, but their business is not ready to stand up to the scrutiny of a professional buyer. Likewise, owners of quality businesses can have an unrealistic expectation of what their business is worth. You’re left giving away hundreds of hours of your valuable time for nothing. As a mergers and acquisitions professional, The Value Builder System™ can help you build a quality pipeline of businesses to sell while getting paid for your advice along the way.

Deal Flow

Inviting owners to complete the Value Builder questionnaire is a great way for a mergers and acquisitions professional to start a conversation with a new prospective client.

Deal Flow

Stop Wasting Time

The Value Builder questionnaire allows you to see how a business owner answers the questions proven to be important to an acquirer which will allow you to triage the very best opportunities and invest extra time where owners have a realistic opportunity to sell their business.

Stop Wasting Time

Reduce The Drama

Selling can be emotional for founders and when the histrionics kick in, the deal falls apart. That’s why mergers and acquisitions professionals use PREScore™ to ensure owners have a clear sense of why they're selling before they start the process.

Reduce The Drama

Differentiate Yourself

By training to become a Certified Value Builder™, the designation we provide mergers and acquisitions professionals trained to use The Value Builder System™, you will be differentiating yourself with the value building industry’s most prestigious credential.

Differentiate Yourself

Get Paid for Your Advice

Rather than spending hours giving away free advice to owners who may never sell, enrolling owners in a Value Builder engagement, and coaching them through the process of getting their business ready to sell allows you to get paid for your advice leading up to a sale mandate.

Get Paid for Your Advice

Ready to Learn More? Watch the 4-minute product tour and learn how you can leverage The Value Builder System™ to build your firm.

Take the Product Tour Now

Discover How One M&A Professional Leverages The Value Builder System™

Watch how Jack Kearney, Managing Director of Dumas Capital Partners found an untapped market through The Value Builder System™.

Your Mergers & Acquisitions Firm Can Leverage A Suite Of Tools

As a mergers and acquisitions firm you’ll have access to a complete system for building a funnel of quality businesses to sell:

The Value Builder engagement provides a 12-step process for building the value of your client’s business and getting paid for your advice leading up to a sale mandate. Learn More

We have a suite of marketing assets to help you attract new leads to your firm. You’ll get a library of videos, presentation templates, brochures, and articles to position your mergers and acquisitions firm as expert providers of value building advice. Learn More

The PREScore™ questionnaire and tool set will help you ensure your client is emotionally prepared to g through a sale process, reducing the odds they will get cold feet during a sale process. Learn More

Our white-labeled, drip marketing program enables you to stay top-of-mind with your clients and prospects automatically. Learn More

The Value Builder Score questionnaire will help you qualify leads and triage the very best opportunities for your firm. Learn More

Engage

The Value Builder engagement provides a 12-step process for building the value of your client’s business and getting paid for your advice leading up to a sale mandate. Learn More

Generate

We have a suite of marketing assets to help you attract new leads to your firm. You’ll get a library of videos, presentation templates, brochures, and articles to position your mergers and acquisitions firm as expert providers of value building advice. Learn More

Qualify

The PREScore™ questionnaire and tool set will help you ensure your client is emotionally prepared to g through a sale process, reducing the odds they will get cold feet during a sale process. Learn More

Nurture

Our white-labeled, drip marketing program enables you to stay top-of-mind with your clients and prospects automatically. Learn More

Convert

The Value Builder Score questionnaire will help you qualify leads and triage the very best opportunities for your firm. Learn More

How We Work With Mergers and Acquisitions Professionals

We’re an advisor-led business, which means all of the business owners who leverage The Value Builder System™ do so by working with one of our M&A professionals. We don’t compete with M&A professionals, we partner with the best, and train you to use the system we’ve developed for consulting owners. The first step is to earn your Certified Value Builder™ designation, which includes access to a self-paced e-learning course followed by a live, two-day training course. Once certified, you’ll have access to our entire tool suite for consulting with your clients.

We believe confidence is contagious and the more confident you are at leveraging and integrating The Value Builder System™, the faster the impact you’ll see in your practice and your client’s outcomes. That’s why every license includes the SmartStart training program for advisors. SmartStart is our way of holding your hand through your first year as a new Certified Value Builder™ advisor. LEARN MORE

Curious to learn more about becoming a Certified Value Builder™?

Watch this four minute video about the Certified Value Builder™ training experience.

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