Here's a fly-on-the-wall listen to an in-depth conversation about successfully starting the business consulting conversation using CoreValue Discover, the 10 minute initial assessment of company strength and value.
Barry Goodman CPA CEPA is Principal at Birkdale Transition LLC, and works almost exclusively with middle market CEOs.
Barry was referred into a client looking for help increasing operational efficiency (code
Having a company with predictable cash flow sure settles a lot of agita. What CEO wouldn't want to be highly confident when predicting profitability? Importantly, based on the CoreValue Discover Report Barry is able to start the business consulting conversation by focusing on the top 3 bottlenecks identified by CoreValue: Operations, Recurring Revenues, and Financial Reporting Process. If he can help by strengthening operations, generating recurring revenues, and improving financial reporting (including implementing operating reports), Barry will have hit a home run.
Driving Predictable Profits and Cash Flow is a matter of running a deep-dive analysis of your client (approx. 2 hour meeting using CoreValue); the software identifies the 'what' and 'where' of strengthening key operational drivers.
Here's a taste of what Barry knows after using the 10 minute initial analysis as the script for his discovery conversation.
CoreValue Discover Report (partial)
Here's the conversation between Barry and George.
What you'll learn:
Stay tuned, Barry and George are working through the Deep-Dive Analysis and CoreValue client reports in the next episodes; we'll post the videos soon.