Orlando, FL
February 4-6
Omni Orlando Resort at ChampionsGate
2024
Value Builder Summit
© Copyright 2023, The Value Builder System™ The Value Builder System, The Value Builder Score and Certified Value Builder are trademarks of Built to Sell Inc.
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.
Pricing starts at $1495 and room rates of $309.
I connected with dozens of like-minded advisors who helped me build my strategic partnership network quickly and effectively. I'll be back next year!
I ran out of pages in my notebook. I learned so many actionable tips that I was able to apply as soon as I got back in the office. Two action-packed days well spent.
I wasn't aware of just how much Value Builder has released. The product has evolved into the robust marketing and CRM software my firm needs.
FAQs
How much do tickets cost?
Pricing starts at $1,495 USD.
How do I get tickets?
Click on the "Get Your Ticket" button and you will be prompted to complete a form. By completing the form, you are consenting your account manager to complete the transaction by charging your credit card on file.
Where is the Summit being held?
Omni Orlando Resort at Championsgate. 1500 Masters Blvd, Championsgate, FL 33896, United States.
When is the Summit taking place?
February 4 to 6 2024. We will be hosting a cocktail reception the evening of Sunday, February 4, so we suggest arriving earlier that day.
What comes included in my ticket?
- Access to all Keynote Speeches and Breakout Sessions.
- A welcome reception with light snacks and drinks on the evening of February 4.
- Breakfast and lunch on February 5 & 6.
If multiple members of my team attend, is there a discount?
Yes. Reach out to your Customer Success Manager for details.
Highlights from the
2023 Value Builder Summit
160 Certified Value Builders came together in Nashville for our first in-person Summit in over three years.
Hear from attendees who gave the event an NPS of 96!
Join us in Orlando!
Book Your Stay
Omni Orlando Resort at ChampionsGate
1500 Masters Blvd, Championsgate, FL
Learn how to increase revenue and restructure your fees while driving more value for your clients.
Integrate Value Builder tools into discovery meetings to stand out against competitors.
Results from our Advisor Pricing Survey
Add quantifiable proof to the advice you provide
Brand new Business Owner
Research
Discover the economic activity that is triggered when an owner decides to sell.
What can you expect?
Exclusive Networking
Share ideas, connect with peers and establish new mutually beneficial partnerships.
Join us in Orlando!
Sponsored By
Unlocking the Hidden Economy of
Business Exits
—–— • –——
John Warrillow
Founder & CEO
The Value Builder System™
More Money, Less Time: The Secret to Pricing Your Value Builder Services
—–— • –——
Sam Mendelsohn
President & COO
The Value Builder System™
The Million Dollar Advisor: A Blueprint for Building a Seven-Figure Advisory Firm
—–— • –——
Cheryl Powers
Founder & CEO
Align Strategic
Jason Reilly (Moderator)
Director of Product Marketing
The Value Builder System™
Keynote Speakers
New this Year: Value Builder Advisor Panel
Linda Ruffenach
Founder
Executive Value Advisors
Brian Marshall
Co-Founder & CEO
StrategyX
Maximizing Growth: Conducting Assessments at Scale and Closing More Deals
—–— • –——
Carrie LaDue
Partner
Limitless Business
April Stercula
Managing Partner
Limitless Business
Pre-Summit
—–— • –——
Sunday, February 4
•
5:30-7:30 pm
Welcome
Reception
& Registration
Agenda
DAY 1
—–— • –——
Monday, February 5
•
8:00-9:00 am
Breakfast
•
9:00-10:00 am
More Money, Less Time: The Secret to Pricing Your Services
Sam Mendelsohn
•
10:00-10:30 am
Networking Break
•
10:30-11:30 am
Breakout Session
Scoring Success
or
Fish Where the Fish Are
•
11:30-12:30 pm
Lunch
•
12:30-1:00 pm
Networking Break
•
1:00-2:00 pm
The Million Dollar Advisor:
A Blueprint for Building a Seven-Figure Advisory Firm
Cheryl Powers
•
2:30 - 3:30pm
Breakout Session
Salesanomics
or
Centers of Influence
or
1% Secret: How to Charge More
for Your Advice
•
3:30 - 3:45 pm
Networking Break
•
3:45-4:45pm
Value Builder Advisor Panel:
How our Most Successful Advisors Win
Jason Reilly (Moderator)
Linda Ruffenach
Brian Marshall
April Stercula
•
5:30-7:30pm
Social Event (onsite)
DAY 2
—–— • –——
Tuesday, February 6
•
8:00-9:00 am
Breakfast
•
9:00-10:00 am
Unlocking the Hidden
Economy of Business Exits
John Warrillow
•
10:00-10:30 am
Networking Break
•
10:30-11:30 am
Breakout Session
Scoring Success
or
Fish Where the Fish Are
•
11:30-12:30 pm
Lunch
•
12:30-1:00 pm
Networking Break
•
1:00-2:00 pm
Maximizing Growth: Conducting Assessments at Scale and Closing More Deals
Carrie LaDue
•
2:30 - 3:30pm
Breakout Session
Salesanomics
or
Centers of Influence
or
1% Secret: How to Charge More
for Your Advice
•
3:30 - 3:45 pm
Wrap Up