New Client-Facing Consulting Template; March 2021 CoreValue Conference

Posted by George Sandmann on Dec 9, 2020 10:44:57 AM

Creating Client Strategic Consulting Deliverables is easy with this annotated template showing  why-what-where-how for leveraging CoreValue's client analysis.  The template is powered by 3 Dimensions of Business Growth™, Dimension 1: Creating Predictable Profits and Cash Flows©.

On December 3-4 CoreValue Advisor Software's George Sandmann led the NACVA Business Advisor Boot Camp, teaching about winning engagements and leveraging the CoreValue analysis in a Strategic Growth Consulting project. 16 hours of CPE delivered through NACVA. George was joined by Larry Prince of Prince Leadership who presented a module on Senior Management and HR; and Ed Wandtke of Wandtke & Associates discussing Operating Report Metrics. Thank you gentlemen.

Strategic Project Template Cover-1

The class learned how to advise clients whose strategic goal is creating a launchpad for growth. 

The Boot Camp was organized around using a client-facing template available through our knowledgebase, the Strategic Growth Project Template, which is based on Sandmann's '3 Dimensions of Business Growth' methodology.  They learned about helping clients making their company easier to run while maximizing enterprise value by creating predictable profit and cash flow. 

Customers are using this annotated template for revenue growth and value growth engagements. Lots of positive feedback, check it out for yourself. 

Save the date! CoreValue Consulting Conference March 2021: tentatively scheduled for the afternoons of March 17-18-19, our virtual conference will combine use of the CoreValue Advisor Software with the 3 Dimensions of Business Growth. There's a lot of excitement already, if you'd like to add yourself to the conference updates list please click here.   

Stay tuned: we'll be publishing 1 more great article this year, which is a new client-facing blog post for promoting your practice.  #drivegrowth

Want to learn more? We're glad to help, just email or fill out the form at right.

We'd love to know what you think, please email or comment below.

Topics: Growth Advisor, 3 Dimensions of Business Growth, Growth Consulting

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