$1,495 – $2,495

The Value Builder System™ Training & Certification - November 9-10, 2017

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Park Hyatt Toronto

4 Avenue Road

Toronto, ON M5R 2E8


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No Refunds

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Please note, you will be required to complete the online component of The Certified Value Builder™ training prior to your arrival at the event.

The online training will provide you with:

  • a detailed understanding of the theory behind The Value Builder Engagement, including

    • how to diagnose the factors dragging down your client's value

    • the methodology you will leverage to coach your clients through the process of building value

    • the twelve unique tools incorporated into each module of The Value Builder Engagement

  • hands-on practice, using The Value Builder Engagement tools in the advisor portal

During the two-day live training, you will take what you've learned in the online training and put it into practice through a series of case studies and role-play scenarios with an elite group of your peers.


8:30 a.m. Continental Breakfast

Grab a light breakfast before a big day of learning!

9:00 a.m. Welcome & Introductions

9:15 a.m. The Vision Finder

During this opening exercise, you’ll fine tune and articulate your vision as a business coach and identify the type of coach you aspire to be.

9:45 a.m. The Value Builder System: Overview

In this quick overview, we’ll review the Value Builder’s 3-step system and the 12-module engagement methodology for helping clients build valuable companies.

10:00 a.m. Case Study: The Value Builder Assessment

During this session you’ll have the opportunity to practice delivering a Value Builder Assessment. You’ll be given a hypothetical scenario complete with a fictitious business and a corresponding Value Builder Assessment. You’ll have a few minutes to study the assessment and will then be asked to role-play delivering the assessment to the business owner. You’ll then switch roles and have the opportunity to assume the position of business owner being assessed.

10:45 a.m. Break

11:00 a.m. Case Study: The Scalability Finder

During this session you and a group of three other advisors will be asked to complete The Scalability Finder exercise for a hypothetical business that is stuck in “The Owner’s Trap”.

11:45 a.m. Case Study: Recurring Revenue

In a small working group of your fellow advisors, you’ll be given a case study featuring a business that is struggling to create recurring revenue. You’ll be tasked with developing a short list of ideas for creating automatic customer for this business.

12:30 p.m. Lunch

1:15 p.m. Case Study: The Valuation Teeter Totter

You’ll be assigned to a working group of your fellow advisors and asked to work through a mini-study of a business struggling to create a positive cash flow cycle. Your task will be to turn a negative cash flow cycle into a positive one.

1:45 p.m. Case Study: The Switzerland Structure

Working in a small team, you’ll be tasked with developing a short list of tactice for helping an owner reduce their exposure to employee turnover. You’ll be asked to consider techniques for both minimizing the probability of employee turnover as well as lessening the impact of employee departures when they do happen.

2:30 p.m. Break

2:45 p.m. Case Study: The Short List Builder

You’ll be given a real life scenario featuring a small company that has asked you to help them identify a short list of potential strategic acquirers. Your job will be to identify a short list of companies with a strategic reason to buy your client’s business.

3:30 p.m. Bringing it All Together

Before ending a full day of Value Builder education, we’ll take the opportunity to talk about how it all comes together into one engagement you can sell to clients.

3:45 p.m. Putting Action Into Practice

In this session, we will put the theory aside and dig into the software giving you an opportunity to see and ask questions about product features, common stumbling blocks, and little known secrets to success. Get your feedback and questions ready for this interactive session!

5:00 p.m. Break

6:00 p.m. Cocktails

7:00 p.m. Dinner


8:30 a.m. Continental Breakfast

Grab a light breakfast before a second big day of learning!

9:00 a.m. Introduction to Day Two

9:15 a.m. Building Your Practice

Lisa Bean, our Chief Revenue Officer and in-house Practice Management expert, will discuss the three pillars on which your business’s growth, efficiency and reputation will rest. You’ll have an opportunity to assess your current business before launching into an interactive day of best practice and idea sharing.

9:30 a.m. Discovering Your Target Market

In this session, we’ll take a look into the psychographics of the entrepreneur, their motivations, and their attitude towards exiting a business. You’ll discover the differences between three different segments of business owners, and begin to explore how to best position The Value Builder SystemTM for each. Finally, you’ll take the time to define your own target market in advance of crafting your strategy for attracting and retaining your ideal client.

10:15 a.m.- Break

10:30 a.m. – Your Client Engagement Model

You’ve looked at who you are selling to, now we turn our attention to what you are selling. Is it a value-add service supporting something else, individual coaching, group or mastermind coaching? Will you offer one highly focused package or a few different options? How will you price your services? Discover what has worked for others and what will work best for you as we map out your Client Engagement Model.

11:15 a.m. The Pitch

This role-playing exercise will allow you to practice your sales presentation and fine-tune your messaging based on each psychographic profile.

11:45 a.m. Lunch

12:30 p.m. Lead Magnet Strategy

What is the #1 mistake to avoid when creating your website? During this session,

we’ll discuss how to maximize your opt-in rates and make the most of the assets

available to you in your lead magnet strategy.

1:15 p.m. Staying Top of Mind

In this session, we’ll discuss the Entrepreneurial Biorhythm and the importance of

staying top-of-mind with your prospects. You will also learn how to automate a drip

marketing campaign built right into The Value Builder System.

1:30 p.m. Leveraging Workshops, Speaking and Partnerships to Fill Your Funnel

During this session, you’ll learn how our most successful advisors leverage workshops and speaking engagement, often done in conjunction with partners, to build their practice. We’ll discuss the three workshops we offer and when to use each one.

2:15 p.m. Break

2:15 p.m. Outbound Telemarketing

During this session, we’ll discuss other marketing strategies being used by our

advisors and how successful they’ve been in generating leads.

2:30 p.m. Your Sales Cycle

What steps do you employ in your sales cycle? How will you integrate the Value

Builder System into your prospecting? How will you monetize your time? In this session,

we’ll delve into these questions and more.

3:15 p.m. Scaling Your Practice

Once you’ve got your Value Builder practice up and running, how do you scale your

business beyond the basics? You’ll learn three strategies that will help you grow your

business quickly.

3:30 p.m. Action Planner

This session will allow you to put what you have learned in the last two days into

action by developing a 90-day action plan.

3:50 p.m. Wrap Up and Next Steps

4:00 p.m. Adjourn

Book your hotel room for the event at special rates, available on an exclusive basis until October 10, 2017

https://aws.passkey.com/go/VALUEBUILDERSYSTEM">Make a Reservation

Terms & Conditions:

Your registration fee includes all breakfasts, snacks, lunches and dinner on day 1, as well as course materials. Your registration fee does not include your hotel room.

You will be responsible to arrange your own transportation to and from the venue.

Within 45 days notice of the event, you will forfeit your registration fee if you cancel. You may be able to send a substitute to the training. Your substitute would need to apply and the sole decision on whether or not the applicant is a suitable replacement rests with Built to Sell Inc.

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Park Hyatt Toronto

4 Avenue Road

Toronto, ON M5R 2E8


View Map

Refund Policy

No Refunds

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