Indochino

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. 

GET YOUR TICKET

Pricing starts at $1495 and room rates of $309. 

BOOK YOUR STAY

 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!

GET YOUR TICKETBOOK YOUR STAY

Join us in Orlando!

Book Your Stay

BOOK NOW

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.

GET YOUR TICKETBOOK YOUR STAY

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

Marla DiCarlo
Founder
BizNavigators

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

Keynote & Breakout Descriptions

Pre-Summit

—–— • –——

Sunday, February 4

5:30-7:30 pm

Grand Salon

Welcome 
Reception 
& Registration

Agenda

DAY 2

—–— • –——

Tuesday, February 6

8:00-9:00 am

Breakfast

Grand Salon

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
Harmony
or
Fish Where the Fish Are

Heritage
or
Seal the Deal

Seminole

11:30-12:30 pm

Lunch

12:30-1:00 pm

Networking Break

1:00-2:00 pm

Value Builder Advisor Panel: 
How our Most Successful Advisors Win

Jason Reilly (Moderator)

Marla DiCarlo

Brian Marshall

April Stercula

2:00-2:30 pm

Networking Break

2:30 - 3:30pm

Breakout Session

VidGuide™: 
The Affiliate Program Overview
Harmony
or
Centers of Influence

Heritage
or
1% Secret: How to Charge More
 for Your Advice
Seminole

3:30 - 3:45 pm

Wrap up




DAY 1

—–— • –——

Monday, February 5

8:00-9:00 am

Breakfast

Grand Salon

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
Harmony
or
Fish Where the Fish Are

Heritage
or
Seal the Deal

Seminole

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

2:00-2:30 pm

Networking Break

2:30 - 3:30pm

Breakout Session

 VidGuide™:
The Affiliate Program Overview
Harmony
or
Centers of Influence

Heritage
or
1% Secret: How to Charge More
 for Your Advice
Seminole

3:45-4:45pm

Maximizing Growth: Conducting Assessments at Scale and Closing More Deals

Carrie LaDue

5:30-7:30pm

Social Event 

Allendale 



All meals and Keynote Speeches will be held in the Grand Salon.