Learning from the Experts

Posted by George Sandmann on Sep 20, 2018 4:41:46 PM

Do you want to know how expert consultants are finding, winning and servicing business consulting engagements? 

You can learn how from your colleagues at the CoreValue Advisor Conference.

The conference puts about a dozen pros on stage, each of whom runs a thriving practice. They'll present a wide range of skills… You’ll get huge value from the event. The theme is “Building a Thriving Consulting Practice,” something these folks know a lot about.  conference-2705706_1920

Let’s highlight one of the early sessions.  John Leonetti, founder and CEO of Pinnacle Equity Solutions, brings his deep experience and technical expertise to the event. Pinnacle is the premier provider of both exit planning and business growth training.  From John you'll learn about value growth in the context of successful cases.   As a bonus, Pinnacle's Fall Conference is in the same hotel starting on November 1, and CoreValue attendees can learn about being invited by Pinnacle members to collaborate in business growth engagements.

Here is the CoreValue Advisor Conference lineup.  Thanks to the CoreValue-powered advisors who are sharing their knowledge:

Wednesday (8-5)

  • Kick-Starting Engagements with Discover Reports
  • Growing Strong, Valuable Companies. Presenter: John Leonetti, Founder and CEO Pinnacle Equity Solutions
  • Proposals and Fees --what am I selling, what will I charge? Presented by 3 active Business Advisors
  • Questions That Get Prospects to Listen --and Hire You. Presenter: Jon Best, Business Coach. Jon formerly served as CFO to Fortune 500 companies
  • Unpacking the Operational Strength and Value Report. This report is a work product routinely sold for $4,500-$10,000. Learn about the analysis session and delivering the report.  Facilitator: Ed Wandtke, MBA, CPA, CVA. Ed is faculty at the NACVA, and co-presents the CoreValue Power User Bootcamp
  • Using CoreValue for Collaboration --intra-firm, referral, and collaboration. Presenter: Mark Haas, former CEO of the Institute of Management Consultants
  • Join us Tuesday evening for a cocktail networking event

Thursday (8-12)

  • Using Discover with Groups: Powerful Lead-Gen Workshops. Presenter: Marie Benedetto, CPA MST. Marie specializes in helping business owners, and CPA firms, build operational systems to maximize performance.
  • Current M&A overview. Presenter: Michael Poole, Principal at PCE Companies. Michael  will share deal structure – the key to transferring value to a buyer.  Plus: transaction trends, which industries are ‘hot’, who and where are the buyers.
  • CoreValue Community and Being a Qualified Advisor.  Presenter: Sue Lewis, CoreValue Advisor Software VP will discuss opportunities for you to be invited into client engagements

Do you agree that learning from your peers is critical to growing your practice?  This day-and-a-half is your opportunity to hear from pros who are running successful business consulting practices. Learn how CoreValue helps, and why their clients love it.  

For details and to register, click here

We’d love to hear what you think, please post them here or email blog@corevalueforadvisors.com.

 

Topics: "Build a Thriving Business Consulting Practice"

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