Admin

Recent Posts

Business Advisor Conference Preview: Marketing

by Admin on Sep 12, 2019 12:38:52 PM

A Marketing Workshop is being offered on Day 2 of #drivegrowth: the CoreValue Business Advisor Conference. The workshop is being led by Christine...

Three Updates: (1) OMG --Free? (2) Blinding Speed (3) NAICS 45 Retail Value Change

by Admin on Jul 25, 2019 3:14:25 PM

Here's your Mid-Summer Update.

*NEW* Growth Strategy Report for strategic planning, exit planning, growth engagements

by Admin on Jun 20, 2019 3:24:50 PM

*NEW* Growth Strategy Report

Deliver strategic planning engagements with this new report

NACVA CEO Announces CoreValue at Heart of Maximizing Value Strategy

by Admin on May 16, 2019 3:41:13 PM

"...We started by introducing the slickest software I have seen in my career, known as CoreValue." --National Association of Certified Valuators...

Shifting Gears: The Business Case for Adding New Services --And How

by Admin on May 2, 2019 3:31:14 PM

Strategy for Expanding your Business Advisory Services

Getting 10 CEOs to say “Yes, I need you.”  Discover Workshop Marketing Events

by Admin on Mar 21, 2019 1:43:38 PM

You’ve worked hard --you’ve marketed, called, made promises and twisted arms, and are now leading the main event. 10 CEOs are in your workshop and...

Video: Writing Compelling Proposals using Client's CoreValue Data

by Admin on Mar 15, 2019 2:37:54 PM

 Does this sound familiar? You have a great discovery conversation, the client asks for a follow-on meeting, you send over the engagement...

A Proven Process for Winning Engagements

by Admin on Dec 13, 2018 4:30:00 PM

Business Advisor Series Article 2

Last week we discussed these key points:

How do you capture lightning in a bottle? aka, How do you win new client engagements?

by Admin on Nov 6, 2018 3:27:17 PM

Like Ben Franklin, we set out to catch lightning in a bottle. Like Ben, we succeeded --and you won.

Interview: Boost ROI from your Credential

by Admin on Oct 24, 2018 4:04:27 PM

How do business advisors find, win and service new engagements? NACVA interviews CoreValue Advisor Software's George Sandmann to discuss.