#NACVANation

Build a Thriving Business Consulting Practice—The CoreValue® Bootcamp

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

	Program Description		Who Should Attend
	How You Will Benefit		Live and Online Schedule
	What You Will Cover		CoreValue Software

Build a Thriving Consulting Practice

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.

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

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.

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
				Early Registration Discounts and Deadlines
	Dates	Location		10%	5%
	June 3–4, 2019	Salt Lake City, UT	Call Member/Client Services at (800) 677-2009 for Registration	3/31/2019	4/30/2019
	November 19–20, 2019	San Diego, CA	Call Member/Client Services at (800) 677-2009 for Registration	9/30/2019	10/31/2019
	December 12–13, 2019	Ft. Lauderdale, FL	Call Member/Client Services at (800) 677-2009 for Registration	10/31/2019	11/30/2019

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%
	June 3–4, 2019	Salt Lake City, UT	Call Member/Client Services at (800) 677-2009 for Registration	3/31/2019	4/30/2019
	November 19–20, 2019	San Diego, CA	Call Member/Client Services at (800) 677-2009 for Registration	9/30/2019	10/31/2019
	December 12–13, 2019	Ft. Lauderdale, FL	Call Member/Client Services at (800) 677-2009 for Registration	10/31/2019	11/30/2019

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%
	December 3–7	Monday–Friday, 1:00–3:00 p.m. ET		11/30/2018
	January 7–11			12/31/2018
	February 4–8, 2019		Call Member/Client Services at (800) 677-2009 for Registration	1/31/2019
	March 25–29, 2019		Call Member/Client Services at (800) 677-2009 for Registration	2/28/2019
	July 8–12, 2019		Call Member/Client Services at (800) 677-2009 for Registration	6/30/2019
	August 19–23, 2019		Call Member/Client Services at (800) 677-2009 for Registration	7/31/2019


One-Day Live Online Orientation Webinar Schedule
	Dates	Time
	November 29	Thursday, Noon–1:00 p.m. MT		CPE: 1 Hr
	February 15, 2019	Friday, 2:00–3:00 p.m. ET
	May 2, 2019	Thursday, 2:00–3:00 p.m. ET	Call Member/Client Services at (800) 677-2009 for Registration
	July 18, 2019		Call Member/Client Services at (800) 677-2009 for Registration
	October 3, 2019		Call Member/Client Services at (800) 677-2009 for Registration

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.