© Copyright 2026, 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 has been a partner of the Exit Planning Institute since 2011. We weren't built as a generic business tool that happens to work for exit planning. We were built around the same philosophy that underpins your CEPA credential: that business value, financial readiness, and personal readiness must be developed together, not in sequence. To learn more, watch our 3-minute product tour video.

A Partnership Built for CEPAs

There's six-figure advisory work hiding in your client base.

Twelve percent of business owners received a written offer to buy their company last year, and the high-margin advisory work that follows usually goes to someone else.

Value Builder is the exit-readiness platform built for accounting firms, designed to help you capture that work in your client base before another advisor does.

How Value Builder works for accountants:

Focus your marketing content on the Owner's Metric.

Concentrate on an owner's top 3 desires.

Package content the way owners want it.

Capitalize on the Entrepreneur's Biorhythms.

In this eBook, you'll discover how to:

5 Steps to Get Owners to a Triggering Event

The CEPA's Guide to Starting More Strategic Conversations with Business Owners

Quantify the 3 Legs of the Stool.

Value Builder is the exit-readiness platform that gives CEPAs instant leverage, authority, and stability in the market.

Why CEPAs Turn to Value Builder

Achieve an 82% first-try finish rate on assessments that deliver a 360° readiness snapshot.

LEVERAGE

AUTHORITY

STABILITY

Access a library of data-backed content tested with over 80,000 business owners.

Build your practice with a platform trusted by a global community of 1,000+ advisory firms.

The Hidden Million

Discover the exit advisory fees sitting inside your accounting firm, and how to capture them before they walk out the door.

The 360° Readiness Lens scores each owner across the eight drivers of company value, surfacing the clients closest to a transaction and the gaps that become your next advisory engagement: tax planning, valuation, pre-diligence.

See where every client stands

See it on a real client.

We'll walk you through Value Builder using a real owner profile and show you how accounting firms typically deploy it across their team:

As Heard On:

Lead the strategy conversation

Sit down with owners, armed with a branded report showing what their company is worth today, what's holding it back, and how much each improvement is worth at exit. You stop being the tax pro. You become the strategist.

Stay in front all year

Replace the year-end check-in with a steady cadence of branded exit content, so when an offer lands, your firm is the first call, not the last to know.

"The Value Builder System™ opened my eyes to the different drivers of value, and gave me a process and the deliverables I could bring to clients."

Bruce Beickman
Accountant & Exit Planner
Founder, Beickman Advisory Group