Business Consulting Webinars
Co-Sponsored by National Association of Certified Valuators and Analysts® CoreValue Software, and ValuSource
Choose from these Free Webinars!
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Marketing Tactics for Business Advisors
Learn about analyzing the strengths and weaknesses of a client business, and using this analysis to create a strategic plan for reaching your client's revenue and equity value goals.
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Proven Process to Win New Engagements
CoreValue-powered advisors and consultants have developed a proven process to win a new engagement, and you can learn their technique. Based on this community learning, we promise that if you follow this process, you will win a new engagement within 60 days.
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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.
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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.
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Strategic Planning Using CoreValue Unlock Deep-Dive Analysis
Learn about analyzing the strengths and weaknesses of a client business, and using this analysis to create a strategic plan for reaching your client's revenue and equity value goals.
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