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| Launching Your Own Valuation Practice: 25 Do's and Don'ts For Going Solo (2184Q) |
Course CPE: 2 hours
Field(s) of Study: Business Management and Organization–2 hrs
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 25SPM0912LYO
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: September 12, 2025
Presenter: Sarah Greifenberger and Greg Clark
Program Description:
Thinking about starting your own valuation practice? Earning your CVA is a significant achievement, but building a successful firm from the ground up is a whole different challenge. If you are just starting out, you are probably asking yourself:
- How do I attract my first clients?
- Should I specialize in a particular industry or valuation purpose?
- What is the right way to network?
- What type of marketing should I do?
- When should I walk away from an engagement?
- How do I gain credibility when I am just starting out?
In this interactive course, a PTA mom-turned-valuation professional shares real-world lessons, hard-earned insights, and a few entertaining stories from her own journey. She will cover the top 25 dos and don’ts for launching and growing a valuation practice, touching on essential topics like client acquisition, pricing strategies, the role of software, and best practices for reports. Whether you are just considering going solo or are already taking the first steps, this course will equip you with practical advice to navigate common pitfalls and build a thriving valuation business with confidence.
After completing this course, you will be able to:
- Identify the necessary steps for setting up a valuation practice
- Determine effective marketing strategies
- Identify the best networking strategies
- Recognize options for creating great valuation reports in an efficient manner
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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