As their most trusted advisor, business owners are counting on you to start the conversation.



of owners have regrets
one year after they exit1



of owners are actually happy with the net proceeds from their exit1


simple questions can prepare owners for an Exit With No Regrets

Be Their Best Decision

Clients who aren’t proactive in planning for their exit will later regret their decision.

As an advisor, implementing PREScore™ in your current practice will help you prepare for the tough conversations around an owner’s exit, and leave them wanting to engage in one with you.

PREScore™ is an easy, 12 question online tool you can embed in your website, making it easy to share without requiring an owner to divulge any confidential financial information.

Why PREscore™?

  • Online tool to include in your process
  • Embeds on your website
  • Easy for your clients to complete
  • Requires no confidential financial information from owners
  • Helps generate leads
  • Starts the ‘tough conversations’
  • Shares real-time notifications
  • Access to marketing assets (email templates, presentations, video)

How does PREScore™ work?

  1. Embed your personalized link on your website
  2. Choose an automatic workflow and email templates for completed questionnaires (we’ll provide you with examples, or you can choose your own)
  3. Share your link with your existing and prospective clients
  4. Once an owner completes a questionnaire, they’ll receive their PREScore™, personalized report with action plan, and e-book (The Exit Checklist: A 5-Step Personal Action Plan for a Happy (and Lucrative) Exit From Your Business – you get to choose how and when they receive each item.
  5. Schedule a meeting with the business owner to discuss their results and share how you can help ensure their happy (and lucrative) exit.

About PREScore™

PREScore™ (or Personal Readiness to Exit Score) is an 8-minute, online questionnaire that evaluates a business owner’s readiness to exit their company on a personal level. Using an exclusive algorithm – developed by analyzing more than 40,000 business owners and conducting more than 200 in-depth interviews with owners who have recently sold – PREScore™ calculates an owner’s readiness by identifying their status on each of the 4 drivers of a satisfying exit. The 12 questions that make up PREScore™ are often overlooked by business owners, leaving them unprepared and in a state of crisis after the decision to exit is made. PREScore™ helps identify the at-risk areas and provides personalized recommendations for improvement, helping owners create a personal plan that ensures a happy and lucrative exit.

PREScore™ is a tool within The Value Builder System™, a statistically proven methodology for increasing the value of a company. Our system helps you work with business owners to ensure that when it comes time to sell, they have a valuable asset that will command a premium.