Category: Practice Management

Being a top value creation consultant requires action. It takes a combination of processes and practices that help navigate clients to the desired outcome.

Survey results show that only 30 percent of value advisors met or exceeded their clients’ expectations during pandemic. Why?

Business decisions affect both personal finances and personal goals. A value creation consultant must understand both their client’s personal and professional situations to provide effective advice.

Being a successful exit planning consultant requires deep understanding of our clients’ businesses.

Business owners want their advisors to do more than merely offer advice. They want advisors to serve as coaches and accountability partners, too.

Every entrepreneurial journey differs. Too many advisors come to their clients with the same solutions they bring to everyone, regardless of what their business is. Frequently, this doesn’t deliver business results. Find out what does.

Combine the four C’s of selling your service with a succinct video to engage your target audience and convert them into clients.

How to cascade long-term strategic goals down into an annual plan, business operating system, and risk reduction program to drive value creation.

Many business owners are ill-prepared to exit their business when the time comes. CPAs are uniquely positioned to help clients plan for their future transition early and often by providing exit planning services.

To start an exit planning process we need to be clear where we’re starting from and where we’re trying to get.