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  1. Value Builder System
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Case Studies

Success Stories from Business Advisors and Owners

  • Full List of Advisor Case Studies

    [Learn how Certified Value Builder™ advisors have built a successful advisory practice using The Value Builder System™...]

  • Full List of Business Owner Case Studies

    [In-depth case studies from entrepreneurs who worked with a Certified Value Builder™ advisor. Gain insight into the bu...]

  • Estuardo Trujillo

    [ With The Value Builder System™ now in his toolkit, Trujillo can confidently say that Sunbelt Guatemala provides a on...]

  • Debra Robinson

    [   Having run a successful law firm for many years, Debra began entertaining the idea of retirement. She had put it o...]

  • Martin Williamson

    [ Martin has successfully created a sales and marketing engine using the Freedom Workshop. He’s also found a way to we...]

  • David and Noela Tscheinig

    [   With a focus on improving financial performance and reducing the business‘s dependence on them, Noela and David su...]

  • Peter Boolkah

    [   With The Value Builder System™, Boolkah has found a platform that aligns with his coaching style and reflects his ...]

  • John Brummett and BJ Windhorst

    [ Before John Brummett and BJ Windhorst began working with Susan Clements, a Certified Value Builder™, they had made s...]

  • Linda Ruffenach

    [After seven years of operating her firm, implementing The Value Builder System™ gave Ruffenach the jolt she needed to...]

  • Anna Woolliscroft

    [   Anna created a Do-it-Yourself Copywriting Workshop that clients can purchase. This product has been refined into a...]

  • Creating Recurring Revenue - Frank Stitely

    [ CPA Firm Creates New $200,000 Recurring Revenue Stream By Leveraging The Value Builder System™. Frank Stitely owns a...]

  • Chris Ayers

    [   After helping to increase a client’s business by 500% with The Value Builder System™, Ayers understood the impact ...]

  • The Turnaround At Flat-Foot Engineering - Max Mabuti

    [ After an ill-fated expansion plan, Max Mabuti’s Flat- Foot Engineering faced insolvency. Mabuti turned to a Certifie...]

  • Jennifer Ramos

    [   Jennifer Ramos authentically wants to help business owners succeed and The Value Builder System™ gives her the sof...]

  • Terry Lammers - Innovative Business Advisors

    [Innovative Business Advisors"The marketing materials within The Value Builder System™ have really helped us grow our ...]

  • REF - John Affleck and Kim Hibler

    [ Renaissance Executive Forums “Our normal fee might be $1000 a month for membership…by bringing The Value Builder Sys...]

  • Peter Cruikshanks - Leveraging The Value Builder System™ Provided a Competitive Advantage

    [ Outside In Management  “From an accountant's point of view, having [The Value Builder System™] is a really good plac...]

  • Nolan Duck - Increased his Client Roster by 60% with Value Builder

    [ Founder and CEO of DBG Advisors Nolan increased his client roster by 60% after incorporating The Value Builder Syste...]

  • Jim Kahrs - Prosperity Plus Management Consulting Inc

    [ President, Prosperity Plus Management Consulting Inc "Since we got The Value Builder System™ our revenue has more th...]

  • Ed Mysogland - "When we do [Value Building] work we have a 70% to 80% success rate"

    [ Indiana Business Advisors "The typical business has about a 20% success rate [when selling]…When we do [Value Buildi...]

  • Brian Trzcinski - Importance of Using the Right Tools for Client Success

    [ Director of Business Market Development, MassMutual Financial Group "One of the most important things for any adviso...]

  • Interview with Paul Dodgshon

    [ A business broker from Cheshire, UK, who has been using The Value Builder Score since 2012. "I know using The Value ...]

  • Interview with Mark Tepper - Seeing a Return on Investment From Using the Value Builder Score

    [ President and Founder of Strategic Wealth Partners and author of Walk Away Wealthy Over the last 12 months, I’ve ge...]

  • Mastermind Group - Cheri Ruskus

    [ Cheri Ruskus | Author, CEO, Business Coach, Founder of the Victory Circles Learn from Cheri as she talks about the s...]

  • Assessment Completion Leads to Increase in Sale Mandates - Jason Hullender

    [Completion of the Value Builder Score increased conversion rates on sale mandates by 300%.Jason Hullender started Dal...]

  • Workshop ROI - Mark Tepper

    [ Total annual revenue directly attributable to Value Builder workshops: $1,322,000 Mark Tepper runs Cleveland-based S...]

  • Systematic Approach to Increasing Lead Conversion Rates - Kirk McLaren

    [  Systematic Process Leads to 80% Conversion for Foresight CFO Kirk W. McLaren is the founder and CEO of Foresight C...]

  • The Value Builder Challenge [Video]

    [David Dugan is an Australian business coach who runs a program called The Elite 500 Business Mastermind. Dugan partne...]

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