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Build a Thriving Business Consulting Practice—The CoreValue® Bootcamp


Co-Sponsored by CoreValue Software, ValuSource and the National Association of Certified Valuators and Analysts®

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Arrow How You Will Benefit Arrow Live and Online Schedule
Arrow What You Will Cover Arrow CoreValue Software


 The Build a Thriving Business Consulting Practice—The CoreValue® Bootcamp is designed for professionals who are starting or expanding their business consulting practice. This bootcamp is designed for professionals who do not use a business consulting system to find new clients, win new engagements, or to manage projects or multi-year engagements. It is designed to help individuals analyze the best way to start or expand their business consulting practice.

How You Will Benefit

After completing this bootcamp, 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.

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What You Will Cover
Module 1: Discover Report—Your Lead Machine
 
  • 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

Module 3: Unlock Case Study—Manufacturing
Module 4: Unlock Case Study—Professional Services Company
 
  • 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
  • Explain executable master growth plan
  • Build a long-term strategic plan based on the results
  • Use the executable growth plan to deliver multi-year engagements
  • Develop a consulting service value plan

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

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Who Should Attend

This bootcamp is designed for CoreValue software users and for practitioners who are interested in starting or growing their business consulting practice. Suggested prerequisite is the CoreValue Orientation Video below.

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To register, select the date below and click the "Register Online" button for our online event registration. Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.

 Two-Day Live Classroom Schedule  
          Register Early and SAVEEarly Registration Discounts
and Deadlines
  Dates Location   10% 5%
  November 13–14 San Diego, CA Register Online 9/30/2018 10/31/2018

Courses generally begin at 8:30 a.m. and conclude at 5:15 p.m. 

 
 Two-Day Live Online Broadcast Schedule  
            Early Registration Discounts
and Deadlines
Dates Broadcast Location   10% 5%
November 13–14 San Diego, CA Register Online 9/30/2018 10/31/2018

Courses generally begin at 8:30 a.m. and conclude at 5:15 p.m. 

 
 Five-Day Live Online Webinar Schedule  
            Early Registration Discounts
and Deadlines
Dates   Time   10%
August 6–10
Monday–Friday,
Noon–2:00 p.m. MT
7/31/2018
December 3–7 11/30/2018
January 7–11 12/31/2018

 

 
 One-Day Live Online Orientation Webinar Schedule
    Dates   Time    
   
Thursday,
Noon–1:00 p.m. MT
 
September 27
October 18
CPE: 1 Hr
November 29
February 15, 2019
Friday,
Noon–1:00 p.m. MT
 

This bootcamp is paperless.  Attendees will be provided a link to course material that will be used during the course, so attendees will need a laptop with Internet access.  The CTI will provide electric power and Internet access, but will not provide laptops.  Attendees are encouraged to bring their own mobile wireless modem or hotspot device.

Pricing (Before Early Registration Discount) Non-Member Member
Two-Day Live Classroom or Online Broadcast (16 Hrs CPE) $1,300 $1,170
Five-day Online Webinar (10 Hrs CPE) $720 $648

Live Classroom CPE Hours

Delivery Method Group Live
Program Level Basic
Advanced Preparation None
Prerequisites None
Fields of Study Business Management and Organization 4
  Communications and Marketing 3
  Computer Software and Applications 3
  Management Services 4
  Personal Development 2
Total CPE Hours   16
 

Webinar CPE Hours

Delivery Method Group-Internet
Program Level Basic
Advanced Preparation None
Prerequisites None
Fields of Study Computer Software & Applications 10
Total CPE Hours   10

For more information regarding CPE, Program Levels and Fields of Study please click here.