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Drive Growth: The Business Advisor Boot Camp

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

	Program Description		Who Should Attend
	How You Will Benefit		Schedule, Pricing, and CPE
	What You Will Cover		CoreValue Software

The Business Advisor Boot Camp is a two-day Executive MBA-style course that focuses on using CoreValue® Advisor Software to find, win, and deliver client engagements. Using a professional services firm case study, you will learn about analyzing your client company's strengths and weaknesses, the relationship between operational excellence and equity value, neutralizing the bottlenecks to growth, strategic planning engagements, and marketing your services.

How You Will Benefit

After completing this boot camp, attendees will be able to:

Identify and employ steps to winning new clients and engagements
Integrate relevant technology to score the operational strength of client companies and convert this analysis into talking points, proposals, strategic plans, and long-term engagements
Assess bottlenecks to growth and how to neutralize, driving client company growth
Specify the elements of a strategic plan to help your client reach their goals

What Others Are Saying

"Great job! This course really ties [growth consulting concepts] together beautifully."

—David Prowse, CPA, CA, CVA, CEPA, CMAA with Velorum Capital

"I gained a deeper understanding of the growth consulting process and confidence to use it with my clients."

—Kim Larsen, Investor and Strategist with Larsenco

"The subject matter was excellent. Really put in perspective for me the 3 Dimensions of Business Growth for creating predictable profits, growth, and shareholder value."

—John Vetere, MBA, Executive Coach & Business Consultant with Vetere & Associates

What You Will Cover

Days 1 and 2: Growth Planning Engagements in Action

The CoreValue Methodology
Your Roles: Architect, General Contractor, Tradesperson
The Advisor’s Sales and Marketing Funnel
Starting the Business Consulting Conversation using Discover
Reviewing the Discover Executive Report
Converting the Discover Conversation into a Paid Engagement
Converting the Deep-Dive Analysis into your Client Operational Strength and Value Report: Report Writer
Four Leading CoreValue-Powered Client Engagements
Business Models, Business Plans, Strategic Planning
Using the Executable Growth Plan in Long-Term Engagements

Who Should Attend

This boot camp is designed for CPAs, management consultants, valuators, financial advisors, and M&A professionals who want to learn how to start the business consulting conversation, convert prospects into clients, and drive client company growth.

Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.

Virtual Course Schedule
Dates	Time	Early Registration Discounts and Deadlines 10%
November 17–18, 2022	9:30 a.m.–5:40 p.m. ET	10/31/2022

Pricing (Before Early Registration Discount)	Non-Member	Member
Two-Day Virtual Course (16 Hrs CPE)	$1,325	$1,192

CPE Hours

Delivery Method	Group Internet-Based
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

For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.

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