Coming Up: Spring Growth Consulting Conference
May 14-16, Westin Fort Lauderdale Beach, FL
Join leading professionals for this Master Class on Growth and Equity Value Consulting. Building on the Growth Architecture™, you'll be part of moderated discussions and workshops building your skills winning and executing consulting engagements.
Participants include CPAs, Management Consultants, Personal Advisors, and M&A professionals, discussing technology and techniques for helping CEOs with each of the 4 Growth Architecture™ strategic planning engagements. Do you want to learn about Growing Revenues, Maximizing Equity Value, and preparing your client for M&A? Join us!
Joint conference by CoreValue Advisor Software and Pinnacle Equity Solutions.
Sign up now, and use this link for $179 discounted rooms.
What are people saying about the #drivegrowth conference, held Nov 6-7 2019?
George: Thank you for pulling together a great conference last week. The speakers were excellent and provided deep insight on how to use the CV tool to create a thriving practice. Additionally, since CV has become a centerpiece in our consulting toolkit the conference provided us a great collaborative forum to share best practices with a number of practitioners. Well worth the time, effort and cost to attend – we look forward to the next one. Jeff G, Key Private Bank
George and Sue - thank you for creating a community, not just a conference - great learning! I look forward to being a part of the CoreValue evolution from a business software tool to a growth and equity value consulting system. --Larry P, Prince Leadership
Day 1: you'll learn about planning and executing successful strategic growth engagements. Sessions are led by experienced business advisors.
Day 2: half-day workshop about marketing professional services and winning new engagements. Presenting the workshop is Christine Hollinden of Hollinden Marketers + Strategists --a seasoned expert advising firms like yours.
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DAY 1 Nov 6 2019 |
session speakers, content and timing may be fine tuned. |
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8:00
Opening Comments
George Sandmann, President & CEO
Susan Lewis, VP Customer Success
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Depth: CoreValue is building a technology-powered consulting system with the NACVA, CTI and Pinnacle Equity Solutions. Advisors use the system serving clients throughout their business life cycle: startup, growth, value maximization, and successful M&A. You'll learn about powering valuable analysis, planning and execution engagements, plus the Technology and Training Road Map for 2020. | |
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9:00
Introducing the Growth Quadrant: Cornerstone of Growth Engagements
George Sandmann
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New analysis tool helping you identify long-term client goals, the challenges to success, and confirming their commitment to growing revenues and equity value. | |
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9:30
Unveil: the new Growth Planning Curriculum
George Sandmann
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Created through collaboration between CoreValue, Pinnacle Equity Solutions, and the NACVA, you'll learn about exciting new training designed for CPAs, Management Consultants, Exit Planners, and Valuators. This new 5 day course is built around the CoreValue methodology. Participants will get in-depth training to help clients with their #1 goal: growth. Learn how to analyse client companies and convert your analysis into a valuable strategic growth plan. | |
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10:15
Facilitating Strategic/Growth Planning using CoreValue
Larry Prince, CEO of Management Consulting Firm Prince Leadership
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Successful engagements start with a plan. Larry is presenting critical success factors when facilitating strategic plan creation --including a baseline analysis: is the plan implementable? | |
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11:15
Unpacking the Growth Quadrant
Sue Lewis, VP Customer Success
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Sue will discuss using CoreValue in Growth Planning Engagements | |
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12:00
Lunch, onsite provided by CoreValue
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Please join us for lunch, a great opportunity to network with other pros. | |
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1:00
Lessons from a Decade of Value Growth Engagements
John Leonetti, Founder and CEO of Pinnacle Equity Solutions and the International Exit Planning Association
Author, Exiting Your Business, Protecting Your Wealth
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In this powerful session, John shares lessons and techniques from a decade of successful Value Growth engagements. | |
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2:00
How does the Client's Business Life Stage Impact Planning?
Marie Benedetto, Business Strategist and CPA
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Businesses have a life cycle --start-up, growth, scale, mature, and M&A. Marie will discuss how a client's life stage impacts planning, and how advisors can help their clients make the leap from one stage to the next. | |
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3:00
Break
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Coffee and a chance to check up on the rest of your world. | |
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3:15
The Growth Quad Far Right: Exit Planning is Strategig Planning
Anna Halaburda, CPA CFP CBEC, and Jack Cox, Business Broker CPA MBA
Moderated by George Sandmann
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Anna and Jack will discuss exit planning considerations when growing into a chosen, valuable exit. Anna and Jack are very active in both the CoreValue Advisor and International Exit Planning Association communities. | |
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4:15
Key Value Drivers for M&A
Michael Poole, President PCE Companies. Investment Banker, M&A, Exit Strategy, ESOPS
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Key value drivers: if these aren't ticked to green you won't get your number. Michael will also discuss common deal mistakes, and how to avoid them. | |
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5:00
Recap of the Day, prep for Day 2
Open discussion
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Q&A, open discussion, preview of Day 2 | |
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5:30
Networking Cocktail Event
On site, sponsored by PCE Investment Bankers
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Join your colleagues for a drink and kibitz about life, business, and who knows --add like minded pros to your professional network. | |
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6:30
Dinner, on own
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DAY 2 Nov 7 2019
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8:00
Intro to the Professional Services Marketing Workshop
George Sandmann
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Integrating the CoreValue technology into your marketing generates leads and successfully starts the business consulting conversation. Let's talk about how. You want to get the CEO's attention, and have a pipeline of potential opportunities. But when you're working with a client company, your pipeline dries up --it's stressful and inefficient. This 3 hour professionally lead workshop explains how to keep fresh opportunities T'ed up, helping your practice thrive.
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8:15
A Pro's Approach to Marketing Professional Services
Christine Hollinden, Hollinden Marketers + Strategists
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Hollinden M+S helps advisors like you win engagements. In this session you will get tips and techniques you can apply immediately to grow your practice. Learn about using CoreValue Discover --the initial assessment of company strength and value-- to generate leads through your web site, email marketing, and more. | |
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9:15
Changing Strangers to Prospects: Learn the Buyer's Journey
Christine Hollinden
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Prospects today have access to infinite information. The Buyer's Journey describes the decision process from stranger to client. Christine will discuss how you can understand where a prospect is in their journey, and what types of contact and collateral will move them forward into new engagements. | |
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10:15
Winning Engagements: Successfully Converting Prospects into Clients
Christine Hollinden
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Closing the deal: specific techniques for Professional Services providers. | |
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11:00
Discover Workshop Marketing Events
Marie Benedeto, Business Strategist and CPA
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Marie shares her proven formula for using CoreValue Discover with groups of CEOs, and converting workshop participants into clients. | |
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11:45
Closing Comments, Group Discussion of Lessons Learned
George Sandmann and Sue Lewis
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Questions? Call (603) 835-3444 option 2 or email conference@corevalueforadvisors.com
Thank you Sponsors:
