Value Builder™ Family Business Masterminds Forming Now

Maximize company value while developing the next generation of family business leaders

Why figure it out all alone?

Our peer advisory experience equips family business successors to develop and lead initiatives that increase company value so the owner can exit with confidence

8 factors drive value

ValueBuilder™ helps you optimize each, which is critical as you prepare to exit and your child, or children, “buy in.” Whether you are selling your shares, gifting your shares, or the business will fund your payout over time, you want to leave it in the strongest financial position possible.

Is your family business an asset the next generation wants to buy?

Transitioning a family business is like leaving a family home to the next generation.

You want to pass on an asset that is packed with value — a strong foundation, newer roof, and a floor plan that’s ready for modern living. The same goes for your business.

The Value Builder System™ is a statistically proven methodology for increasing business value. Whether you are a founder preparing to exit, or a successor preparing to take control, Value Builders are able to increase the value of their businesses by up to 71%.

Why Join A Value Builder™ Mastermind?

Mastermind groups bring non-competing business owners together to foster mutual learning and growth. They are also the ideal development tool for next generation leaders eager to take over the business.

Each month, we will spotlight a different Value Builder module in a mastermind meeting. Between meetings, you will work inside your company’s dedicated coaching platform where you will access engaging video content, targeted exercises, and actionable planning tools specific to your business operations.

In meetings, your Mastermind group, led by your Certified Value Builder Coach, will help you integrate your newfound knowledge, guiding your implementation strategies and helping you overcome any obstacles along the way.

Have to miss a meeting? Not a worry. Each module is offered on a recurring basis and can be completed in any order.

10 Monthly Meetings in Continuous Rotation

  • Take The Assessment

    We start by getting an estimate of value for your business, your Value Builder score, and benchmarking where you stand on the eight key drivers of value.

  • Scalability Finder

    In month two you will complete the Scalability Finder exercise in which we identify the products and services that have the most potential to scale up.

  • Customer Score

    In month three we will benchmark customer satisfaction with your business against other successful and fast-growing companies.

  • Growth Potential

    In month four we will review your product and service mix to maximize your growth potential.

  • Automatic Customer

    In month five we will focus on increasing both the number and quality of recurring revenue streams flowing into your business.

  • Monopoly Control

    Month six will bring a review of your company’s positioning in the market using a tool called The Positioning Planner.

  • Hub & Spoke

    In month seven we will dedicate our time to minimizing your company’s dependence on the current owner.

  • Switzerland Structure

    In the eighth month we will focus on reducing your reliance on any one customer, vendor or employee.

  • Valuation Teeter Totter

    In month nine our focus will be on maxmizing the cash flow coming from your day-to-day operations.

  • Personal Readiness

    Last, we wil explore your personal readiness to exit. Financially, you might be ready. Operationally, too. But who are you without your business?

Valuable, Flexible and Affordable

Enroll in a Mastermind group and pay just $3500, or subscribe and pay $350 per month for 10 months. In both cases you will enjoy ongoing access to the Value Builder platform for one full year.

Start your journey with a no-obligation 7-day free trial that includes your Value Builder Score Report.

Groups are forming now. Nominate a candidate.

Nominate a candiate for a Value Builder Mastermind. Groups are continuously forming and are carefully curated to suit the needs and compatibility of individual members.

Complete this simple form and we will reach out to help you explore your options. There is never a commitment or fee until you have discovered the right group for you.

Lisa Bosse Headshot

Prefer a private Value Builder experience?

Lisa Bosse is an exit planning advisor, a certified Value Builder, and an ICF-certified leadership coach who partners with family business owners and their successors to build change-ready organizations. Learn more here.