Grow profit and value, and stop being the bottleneck.
Value Builder works through the drivers of business value one at a time: the numbers, the people, the systems, the customers and your role in it all. Your advisor builds the plans and tools with you, and stays with you while they’re put to work.
Value Builder in practiceAn e-commerce retailer grew profit, revenue and business value across the engagement, and management got their evenings and weekends back.
Read the story
Tick the ones that sound like your business
Eleven areas of your business, worked in the order that matters most
Every level includes all eleven modules. Your diagnostic sets the order, so effort goes where it makes the biggest difference first, and your advisor builds the deliverables for each one.
*Included at the Momentum and Partner levels.
Clear about who does what
We find the gaps and rank them, so the work starts on what matters most.
Module by module, with your advisor building the deliverables.
Regular reviews to check progress, decide what’s next and hold the plan to account.
Built in-house to run every engagement. Your data hub, notes, tasks, roadmap, program progress and the reports and documents your advisor builds sit in one secure place, with an AI assistant to help you find what you need, so the business keeps moving between visits.
One program. Three levels of involvement.
Every level includes the diagnostic, Trinity, all eleven modules and the same advisor-built deliverables. The difference is how much hands-on involvement your business needs.
Your advisor working the program with you, one step a month.
Your advisor in your business every month, driving it with you.
Your advisor as strategic partner, at the table for the big decisions and board-level guidance.
Compare all three levels in detail
All eight dimensions side by side, from working relationship to specialist access
| Foundation$1,500 + GST / month | Momentum$3,500 + GST / month | Partner$5,500 + GST / month | |
|---|---|---|---|
| Best suited to | A business able to carry agreed work between advisor sessions. | An owner or GM needing more hands-on involvement each month. | A leadership team with a substantial strategic agenda. |
| Working relationship | Monthly online working session, plus review of material sent between sessions. | Monthly face-to-face and/or online work with the owner or GM. Phone access between visits. | Senior strategic partnership with blended delivery and work with your leadership team. |
| Program delivery | Prioritised steps at a lighter pace. Your advisor builds the deliverables. | More input and follow-through around the same core deliverables. | Core program plus your strategic agenda and deeper follow-through. |
| Diagnostic, Trinity and all 11 modules | Included | Included | Included |
| Business value appraisal | – Not included | Included | Included |
| Leadership team sessions | – Not included | – Not included | Included |
| Team specialist access | – Not included | – Not included | Available when needed within the agreed engagement |
| Transaction execution | Acquisition or capital-raise work quoted separately | Acquisition or capital-raise work quoted separately | Acquisition or capital-raise work quoted separately |
Value Builder in practice
Changes to systems and operations meant management no longer worked evenings and weekends.
Read the storyAfter about a year, the owner stepped out of daily production to lead the business and plan a future sale.
Read the story“We engaged Pete and his team on several occasions to assist us with our growth plans.”
Value Builder questions
What owners usually ask before they sign up.
Who creates the plans and documents?
Your advisor does. They build the plans, tools and module deliverables in Trinity, working from what you and your team share. You review them, agree them and put them to work.
What does my team need to do?
Carry out the agreed tasks between sessions, share the information we need and make time for the work, not just the meetings. It isn’t hands-off, but your advisor does the heavy lifting on the deliverables.
How does this work with my accountant?
Your accountant looks after tax, compliance and reporting. We focus on how the business runs, grows and what it’s worth, and we’re happy to work with your accountant so everyone pulls in the same direction.
How do we measure progress?
Through your roadmap in Trinity. Every priority has an owner, a deadline and a status, and you review progress with your advisor each month.
Can I change level?
Yes. Move up or down as your needs, capacity and priorities change. Everything is month to month.
Which work is quoted separately?
Custom, one-off solutions are quoted separately as projects. We’ll agree the scope and price with you before any of that work starts.
Let’s see where your program would start.
Tell us where the business is and where you want it to be. We’ll recommend the level that fits, or tell you honestly if Value Builder isn’t right for you.
Rather talk now? Call 1300 366 521
