A top CFP Exit Planner discusses the '3 Dimensions of Business Growth'

by George Sandmann on Sep 2, 2020 4:22:48 PM

Driving growth of your advisory and consulting practice video: George and leading advisor Homer Smith CFP CBEC discuss prioritizing engagements...

New Video: Case Study using CoreValue 'Discover'

by George Sandmann on Aug 20, 2020 3:26:26 PM

Here's a fly-on-the-wall listen to an in-depth conversation about successfully starting the business consulting conversation using CoreValue...

The 3 Dimensions of Business Growth™ - 1: Creating Predictable Profits & Cash Flow

by George Sandmann on Jun 13, 2020 6:00:00 AM

Building on thinking that was first introduced in 2017 - and which has been evolving ever since - we are ready to share a new process. This...

be a positive resource

by George Sandmann on Mar 17, 2020 2:11:55 PM

This is a crisis --which has created a gap in time. Do you want to help your CEO and business-owning clients navigate this storm? Here’s good...

Sample Report: Assessment of Operational Effectiveness

by Admin on Feb 14, 2020 6:18:52 AM

Are you wondering how to prepare killer client deliverables? Are you interested in seeing how a leading management consultant is using CoreValue...

Helping Clients Grow #3: Clients REALLY Care about Growing Revenues

by George Sandmann on Jan 16, 2020 2:56:25 PM

Savvy consultants know that creating sustainable growth is a two-step: the first strategic goal is creating predictable revenues. This is the...

What are Operating Reports? I’ve Never Even Heard of Them.

by George Sandmann on Nov 26, 2019 8:55:13 AM

Dan’s whole question:

“You mention operating reports under Financial. I noticed the software many times recommends operating reports. I am a CPA...

Infantry is the Queen of Battle --in Business as in War

by George Sandmann on Oct 23, 2019 3:39:45 PM

The Infantry closes with the enemy by means of fire and maneuver in order to destroy or capture him or to repel his assault by fire, close combat,...

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...

Connecting with a Room Full of CEOs: Put on a Workshop

by George Sandmann on Jul 13, 2019 6:45:00 AM

Let’s follow up on the March post about connecting with multiple CEOs using a Discover Workshop. In a Discover Workshop, you lead a conversation...