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Leveraging Your Practice for Productivity and Profit!

 Leveraging Your Practice for Productivity and Profit!
CPE Credit

Program Type: Recorded Webinar (Audio, PPT)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Management Advisory Services
Item Number: 15PPM0501
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

A big opportunity for valuators is missed by not using their valuation expertise to bring further insight and value to the companies they work with. This session will show you how to improve your productivity and leverage your credential to create additional revenue streams, reach and retain new clients, and bring more benefit to your clients beyond the valuation report. You’ll also gain access to a simple “ready-to-launch”, white-label out-bound marketing campaign to generate and convert new leads. Come and learn how to leverage your practice for greater productivity and profit!

Learning Objectives

After completing this webinar, attendees will be able to:

- Identify practical ways to save time and improve workflow efficiency
- Recognize how to leverage current valuation expertise into additional revenue streams
- Utilize valuation-based tools to better serve clients
- Identify how to access the impending $10T transfer of wealth opportunity
- Implement a simple, ready-made out-bound marketing program to generate and convert leads

Who Should Attend

BV Practitioners, CPA’s, consultants, partners


Dave Shoquist, MBA, CVA
Mr. Dave Shoquist founded BV Backoffice, a U.S. based appraiser support firm, in 2007 with a commitment to advance valuators in the profession. BV Backoffice provides complete back-end valuation support to individual practitioners and firms—significantly increasing work-flow efficiency and profitability—and offers valuation-based tools to generate new revenue streams.

Prior to his work in the business valuation profession, Mr. Shoquist served for twenty years in director and executive level finance positions for both public and privately-held companies, including an IPO start-up. Mr. Shoquist holds a bachelor’s degree in Finance and an MBA degree from Santa Clara University, and is credentialed by NACVA as a Certified Valuation Analyst (CVA).