# The Value Builder System Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about The Value Builder System Software - reviews, pricing plans, popular comparisons to other Business Performance Management products and more.

Source: https://www.capterra.com/p/213615/The-Value-Builder-System

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# 

 The Value Builder System Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

The Value Builder System

## What is The Value Builder System?

Value Builder offers a value assessment toolset designed to help professional advisors start a strategic conversation with a business owner. The owner-friendly Value Builder Report includes a thumbnail valuation and an action plan for improving it. Advisors leveraging The Value Builder Report in their sales process see a 60% increase in fees. We also offer a sales and marketing system with done-for-you content that has been optimized by our proprietary panel of 25,000 business owners, enabling our advisors to achieve open rates twice the industry average – meaning our advisors start twice as many strategic conversations.

## What is The Value Builder System used for?

[Business Performance Management](https://www.capterra.com/business-performance-management-software/)

Overall rating

Based on 10 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### The Value Builder System

4.2 (10)

VS.

[4.7 (55)](https://www.capterra.com/p/230178/Ninety/reviews/)

Starting Price

Contact vendor

Starting Price

$16

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.8 (10)

Ease Of Use

4.5 (181)

Value For Money

4.1 (10)

Value For Money

4.5 (173)

Customer Service

4.2 (10)

Customer Service

4.8 (176)

## The Value Builder System alternatives

[4.4 (18,765)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

[4.6 (91)](https://www.capterra.com/p/39269/Spreadsheet-Server/reviews/)

Starting price

Contact vendor for pricing

Highest Rated

[Datarails](https://www.capterra.com/p/177451/DataRails/)

[4.7 (181)](https://www.capterra.com/p/177451/DataRails/reviews/)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/177451/DataRails/)

[Qulture.Rocks](https://www.capterra.com/p/192315/Qulture-Rocks/)

[4.5 (158)](https://www.capterra.com/p/192315/Qulture-Rocks/reviews/)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/192315/Qulture-Rocks/)

[View all alternatives](https://www.capterra.com/p/213615/The-Value-Builder-System/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Dashboard

3.6 (9)

66.67% of 9 reviewers that rated this feature as important or highly important

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Key Performance Indicators

4.0 (8)

50.00% of 8 reviewers that rated this feature as important or highly important

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Strategic Planning

3.5 (8)

50.00% of 8 reviewers that rated this feature as important or highly important

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Data Visualization

3.8 (6)

66.67% of 6 reviewers that rated this feature as important or highly important

Graphical representation of data

"What If" Scenarios

4.5 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

The Value Builder System 5 features

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Graphical representation of data

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Features

3.9 (10)

3.9

Based on 10 reviews

## Pricing

Value for money

4.1 (10)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

4.1 (10)

4.1

Based on 10 reviews

## Support, customer service and training options

Customer Service

4.2 (10)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.2 (10)

4.2

Based on 10 reviews

## User reviews

Overall rating

4.2

Based on 10 reviews

Filter by rating

5(8)

4(0)

3(0)

2(0)

1(2)

Mentioned topic

Sorted by most recent

PT

Preston T.

Managing Partner

Management Consulting

### "Eat your own dog food"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

August 23, 2025

As a strategic business guide helping entrepreneurs increase their level of organizational fitness, the VB system has been incredibly valuable in our effort to help our clients. But the real value was applying the VB system to our own business. We've productized, implemented a recurring revenue model, and have brought on two associates to help with delivery. Applying the methodology to our own business helped us truly understand how we can use it to help others.

Pros

If I'm looking at the VB system only through the lens of "software system", then I'm doing VB and anyone who'd be using it an injustice. It's far more than just "software" as it's an entire growth system for an entrepreneurial business.

Cons

The VB Engagement platform takes some time to fully understand, but VB has provided adequate support to learn navigation and use of the platform.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SJ

Scott J M.

President

Management Consulting

### "The Gold Standard"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 30, 2024

As a veteran of over 20 professional certifications, The Value Builder System has set a new bar on quality, value, and customer service—top-notch from top to bottom. The system offers a huge ROI opportunity and fully sets up any advisor for success. It is fully worth the investment.

Pros

The system's comprehensive approach, level of customer service, quality of the tools and the supporting collateral, and practical value to business owners and advisors.

Cons

A con does not come to mind. The thoroughness of the system is exceptional.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JH

Jack H.

CPA - Owner

Accounting

### "Value Builder System Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 6, 2024

Excellent experience, plenty of support to launch this revenue stream and service in my practice.

Pros

Excellent customer support and the marketing content provided. Find the Wednesday Office Hours very informative.

Cons

No cons, software and company deliver on all promises.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BM

Brian M.

Founder

Management Consulting

### "Value Builder - A tool I wished I had when I sold my first company"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

May 2, 2024

I have had an excellent experience with the Value Builder System and the support team has been great to work with.

Pros

I really like the way that the VBS captures the concept of "Buyers Math" which is the only math that matters when you are selling your company. The 8 drivers of value, the Value Builder Score and Scenario planner are great.

Cons

Tje VBS is a great planning tool but you can't delegate and measure execution using VBS. I use StrategyX to achieve those objectives.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Gina M G.

CEPA, CVA, Business Broker, Commercial RE Broker

Professional Training & Coaching

### "ValueBuilder is the nurturing client component of my Exit Planning and Brokering Practice!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 22, 2024

Once you know WHAT you want to use it for, everything will click and you will be off and running! Give it some time, tweak your business so it truly is what you want and then plug VB in. I love the system! Figure out how you are going to use it so it really can fit into your business properly. Will you only do valuations and use this to attract clients? Will you be coaching into value using the (inlcuded) Freedom workshop or the fast track program to teach all 8 value drivers? Will you be an exit planning an use VB to attract people wanting an endgame strategy so they need to value accelerate first, enhancing the 8 value drivers? Or, will you use the freedom score assessment more, because you are a wealth manager or hedge fund investor, wanting to make sure there are no wealth gaps at retirement/biz exit? (create more profit to buy more poistive cash flowing assets to fund the next phase) .....Or just capture leads and give value?

Pros

To get the most out of this system, you really do need to plug into it ALL. Initial training: The VB team delivers coaching on understanding how to present value acceleration, provides how to set up your funnel to your niche, a course on teaching the 8 value drivers to owners, and much more Ongoing training: Personal account manager provided, weekly hourly zoom meetings, ongoing interviews to get best practices out to the VB community. Case studies go back for YEARS and can help you get a client on board: show them "here is a case study similar to your situation". Marketing: Tired of figuring out what to send? Included: Social media content with beautiful visuals, verbiage, workshop ppts, brochures, logos, flyers, and various downloadable visuals. Ease of use. Lead Magnets: Want to give away books but no time to write them or pay to publish? MANY e-books to use as lead magnets! Community: I have been able to collaborate with other VB subscribers to complement their business and vice versa. It is a rich community of caring people wanting to help business owners. We have created groups within the community on our own to further enhance "best practices".

Cons

Finding things in the system can sometimes be "interesting". However, the team is always working on improving. Cost: Initial cost APPEARS high, because the system has not done it's job yet! All marketing takes TIME. 90 to 180 days MINIMUM, and more if you are not connecting with those clients in between to discuss the emails opened! Cost #2: You pay for the initial training and certification, then ongoing use of the system. The contracts are similar to most companies in this industry. Overall, pricing might seem high to some, until the Nuture Cycyle has a chance to do it's job, warming up your contacts to the point where they are paying for your coaching services, which then pays for the system. IMHO: The assessments alone pay for the system when used properly! If you equate your time NOT spent on doing certain activities....then the system cost is right on. It is up to the ValueBuilder subscriber to make sure they implement the system to get things rolling properly. if you don't input your contacts or don't create lead funnels to funnel them in from linkedin or wherever, you will not reap benefits!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

NS

Neil S.

CEO

Information Technology and Services

### "NMS Review "

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 15, 2024

8 driver and diag framework is quite useful. Content is good. Valuation tool needs an upgrade to respect IP rights and early-stage (tech) companies that don't have operating profit

Pros

Diagnostics and scenario analysis tools are useful for easing into a value creation engagement discussion with prospective clients

Cons

User interface needs to be refactored and made much more intuitive. Too much onboarding and self training time spent on learning to just navigating the platform

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

ZA

Zlatina A.

Operations Manager, Growth Concierge

Professional Training & Coaching

### "Great Platform & A Fantastic Support Team "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 15, 2024

Pros

I appreciate the user-friendly design of The Value Builder System, which makes it easy to navigate and use effectively. As a tool, it has been instrumental in enhancing our interactions with clients. The Value Builder Assessment, in particular, is an excellent starting point for new client engagements, providing clear and actionable insights right from the beginning. Additionally, the customer success team is outstanding—always helpful and ready to assist. Their support makes the experience even more rewarding.

Cons

Not much we don't like. We've been using it for many years and haven't encountered major problems with it.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JN

John N.

Business Coach

Management Consulting

### ""A Partner in Success for Business Owners and Advisors!""

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 14, 2024

Pros

Value Builder has become an integral part of my toolkit as a business advisor. The system's ease of use, coupled with its comprehensive features, has helped me provide unparalleled value to my clients. The onboarding process was seamless, and the ongoing support from the Value Builder community has been exceptional. I've seen remarkable growth in my clients' businesses, and I attribute much of that success to Value Builder. It's more than just a software platform—it's a partner in success for both business owners and advisors alike.

Cons

It works, what else can be said. It just works

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DW

Dean W.

CEO

Professional Training & Coaching

### "Stay Away Contracts Are Long"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

March 8, 2024

I completed my 1 year license and rarely used it. Although we tried, it was a matter of resource allocation. Once I completed the full year payments, they tried to get me to keep going. After no use, they invoice me for 3 months. No signed agreement. And now have a collection agent attempting to collect. No response from their finance people. They are very agressive.

Pros

The concept seemed to be a good idea. But the time to implement is long.

Cons

They bill me after my one year term and do not respond.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MS

Mark S.

CPA

Accounting

### "Worthless Content, Expensive Training, Abusive Contract"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

October 10, 2023

The worst part is the contract. 1 year minimum, 3 month cancellation policy, $7500 for training (which was worth $250 at most).When I gave this feedback, I was told it was my fault and I didn't invest enough time in the training (should I count the number of hours I wasted?)

Pros

\[sensitive content hidden\] books are good. Just buy those on amazon and recommend your clients read them. This is the most value my clients got out of this whole system.The only thing my clients found that was of any value is the value builder assessment. From what I've discussed with others in this system, that is the only thing that they use.

Cons

Content was deficient at every level. Short, generic videos, basic exercises, no substance.Training took way too long, was too expensive, and ended up being no better than a bad marketing course.None of my clients liked the course. I led an entire mastermind group through this and half way through they all asked me to stop. I had other clients join individually and none of them engaged at all.

Reasons for choosing The Value Builder System

They had a good marketing campaign up front to hook you in. I want to imitate what they did there. Everything past the point of signing up and paying their fee was a waste.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/213615/The-Value-Builder-System/reviews/)

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