- Annual Consultants' Conference
- Business Valuation
- Financial Litigation
- Forensic Accounting
- Financial Consultants’ Accelerated Training Institute
- CoreValue® #1 Best Selling Business Consulting Software System—Training
- The Four Pillars of Healthcare Valuation
- Transaction Advisory Services (TAS) Workshop
- Advanced Mergers and Acquisitions Workshop
- Certified Exit Planning Advisor (CEPA) Credentialing Program
- Practice Management
- Industry Specialty Conferences
- Event Calendar
- Training Program Hotels Location and Information
- NASBA Sponsorship
- Cancelation Policy
CoreValue® #1 Best Selling Business Consulting Software System—Training
|Program Description||What You Will Cover||Dates|
|How You Will Benefit||Who Should Attend||Pricing|
Help businesses get stronger and add value while building a successful consulting practice.
How to Build a Successful Business Consulting Practice—The Most Comprehensive Workshop Series Ever!
Then you need to attend the Business Consulting Practice Workshop—the most comprehensive online and live workshop series ever!
It features CoreValue, the #1 Best-Selling Business Consulting Software System. There are FOUR main reasons to attend this workshop:
- Discover the BEST Methodology—developed at MIT. When starting or standardizing your consulting practice, you want the absolute BEST practices and methodology—so even your newest consultant produces accurate recommendations.
- See how to produce excellent RESULTS. Generate the MOST accurate assessment, the BEST reports, identify the MOST engagement opportunities, and show client ROI for your services.
- Find an easy and proven SYSTEM to get started fast. Includes a detailed discovery survey, a deep dive analysis (based on market comps), and a system to generate a master plan of action.
- Learn how you can MARKET your practice like a Pro. Includes templates, sample messaging, SEO, direct response, collateral, and numerous “lead machines” for workshops and more—everything needed to jump start your practice.
After completing this workshop, attendees will be able to:
- Analyze a business enterprise with easily obtained key metrics
- Translate a detailed report which looks at 18 areas that drive value
- Produce intelligent reports showing where to focus and prioritize energies growing company value
- Diagram a multi-year consulting plan guaranteed to improve company value and ready the business to sell
- Determine a value score benchmark which compares your client company to thousands of similar companies that have sold, giving weight to certain company-specific metrics. This benchmark is the key metric you will share with your client to show the progress of your ongoing value-building service.
Back to Top
- Articulate the consulting opportunity
- Explain the 18 value drivers
- Explain why strong companies are valuable companies
- Conduct a Discover assessment and generate a client report
- Explain Methodology and be able to use it with prospects
- Identify areas where clients can adopt operational best practices, creating growth and value
- Summarize differences between formal standards-based value and operational value
- Employ the Discover report to have a meaningful conversation with the client to explain potential business improvements—the basis for continuing services
Module 2: CoreValue Unlock: Deep-Dive Analysis and Executable Growth Plan
- Explain the 18 value drivers in detail
- Operate the Unlock software, conduct assessment, and generate a report
- Identify where the company needs to focus time and resources to achieve results
- Present areas where clients can generate up to ten times return on consulting
- Prepare an Operational Value Report (a saleable work product)
- Use the Unlock report to have a meaningful conversation with the client to explain potential business improvements—the basis for paid consulting services
- Use Unlock as the basis for long-term consulting engagements
Modules 3 and 4: Unlock Case Studies
- Explain the assessment, analysis, and engagement process
- Summarize key areas to consider in the owner’s perspective and priorities
- Explore five of the 18 drivers and tasks to improve them
- Be able to complete a client presentation on five drivers
- Develop proposal for consulting services
Module 5: How to Create a Thriving Consulting Practice
- Explain basic sales techniques
- Understand the materials including scripts, e-mail templates, and marketing plan
- Demonstrate presentation skills necessary to generate leads and sales
- Create new consulting revenue goals
- Understand how to create a scalable, uniform consulting practice, quickly, and at a price and resource level within reach
- Establish a timeline and process to implement this program
Back to Top
CPAs, mergers and acquisitions advisors, exit planners, and business consultants who wish to specialize in a non-seasonal consulting niche. Business owners, CEOs, CFOs, and financial executives will also greatly benefit.
Back to Top
|Pricing (Before Early Registration Discount)||Non-Member||Member|
|Five-day Webinar Series (10 Hrs CPE)||$720||$648|
For more information regarding CPE, Program Levels and Fields of Study please click here.