Business Consulting Webinars
Co-Sponsored by National Association of Certified Valuators and Analysts®, CoreValue Software, and ValuSource
Free Business Consulting Webinars
-
Twin Value Gaps: Helping the Business-Owning Client Meet their Personal Wealth Goals
Businesses are founded to generate a return for their investors. However, data and market experience show most businesses cannot deliver the equity value at sale to fund the owner’s personal wealth goals. Participants will learn about analyzing the value of their client’s largest asset, their privately held business, in the context of their long-term personal wealth planning.
Learn More and Register Online
-
CPAs: Expanding Services and Client Retention using CoreValue Advisor Software
Data shows that clients receiving four or more services have the highest retention rate. CPAs bring a wealth of expertise and experience to their clients. Learn how your colleagues are connecting their subject matter expertise to quantified client bottlenecks.
Learn More and Register Online
