# The Value Builder System Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is The Value Builder System the right Business Performance Management solution for you? Explore 10 verified user reviews from people in industries like yours to make a confident choice.

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

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The Value Builder System

4.2 (10)

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Last updated March 13th, 2026

# Reviews of The Value Builder System

Ease of use

3.8

Customer Service

4.2

## Showing most helpful reviews

Showing 1-10 of 10 Reviews

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Gina M G.  
CEPA, CVA, Business Broker, Commercial RE Broker  
Professional Training & Coaching  
Used the software for: 2+ years

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

April 22, 2024

5.0

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

PT

Preston T.  
Managing Partner  
Management Consulting  
Used the software for: 1-2 years

### "Eat your own dog food"

August 23, 2025

5.0

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

MS

Mark S.  
CPA  
Accounting  
Used the software for: 6-12 months

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

October 10, 2023

1.0

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.

Reason 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

SJM

Scott J M.  
President  
Management Consulting  
Used the software for: Less than 6 months

### "The Gold Standard"

September 30, 2024

5.0

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

BM

Brian M.  
Founder  
Management Consulting  
Used the software for: 1-2 years

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

May 2, 2024

5.0

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

JH

Jack H.  
CPA - Owner  
Accounting  
Used the software for: 1-2 years

### "Value Builder System Review"

May 6, 2024

5.0

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

JN

John N.  
Business Coach  
Management Consulting  
Used the software for: 2+ years

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

April 14, 2024

5.0

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

ZA

Zlatina A.  
Operations Manager, Growth Concierge  
Professional Training & Coaching  
Used the software for: 2+ years

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

April 15, 2024

5.0

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

NS

Neil S.  
CEO  
Information Technology and Services  
Used the software for: Less than 6 months

### "NMS Review "

April 15, 2024

5.0

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

DW

Dean W.  
CEO  
Professional Training & Coaching  
Used the software for: 6-12 months

### "Stay Away Contracts Are Long"

March 8, 2024

1.0

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

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