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Build a Thriving Consulting Practice

  • Open to Management Consultants, CPAs, Financial Advisors, M&A Pros and Fractional CFOs
  • Increase your Firm's Size and Relevance
  • Learn Techniques for Driving Client Company Growth
  • Live Stream (webinar)
  • Join over lunch (ET) plus 2 hour-long sessions, with generous 30 minute breaks in between
  • Livestream, with sessions recorded (don't miss a thing)
Early Registration only $299
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Come learn from Senior Professionals about each stage of the Growth Drive Action Cycle™: Analyze, Prioritize, and Execute

Growth Drive Action Cycle-1


Format: 3 sessions, with 30 minutes in between
March 17

Welcome, the Action Cycle, and the 3 Dimensions of Business Growth


12:00-1:00pm ET
Welcome, Conference Objectives
George Sandmann 
Conference Preview and Objectives, and the roadmap for 2021:
  • Community Shout-Out
  • New Software and Training
  • New Growth Drive Specialist Certificate
  • Upcoming Book
  • and more


1:30-2:30pm ET
Using an Action Cycle to Create Predictable Profit, Growth, and Equity Value  
George Sandmann 
Learn about getting total clarity about what your client needs to get where they want to go, and creating a launchpad for growth, predictable profits, and maximum equity value  - expanding your services and increasing your firm's size and relevance.


3:00-4:15pm ET
Why Clients Hire Advisors
Homer Smith, CFP with Konvergent Wealth Partners
Homer runs Konvergent Wealth Partners and is using CoreValue and the 3 Dimensions of Business Growth helping clients grow the equity value of their largest asset - their privately held business. Learn why CEOs and Business Owners become receptive to growth consulting services. 

March 18

Making Business Growth and Equity Value Drivers Actionable


12:00-1:15pm ET
Analyze: Deep Analysis using CoreValue Software
Andy Weavill, Growth Advisor (UK) with TenXGrowth Ltd.
Building on his experiences as a Squadron Leader in the RAF, Andy has worked with a wide variety consulting roles at home and internationally.  He is the co-author of Rapid Growth Fix and is actively using he 3 Dimensions of Business Growth in his practice.
The first step for successful business consulting engagements is to understand your client - at the DNA level. Learn why deep analysis using tools like CoreValue Software leverages the power of technology helping you design winning strategic growth projects. #drivegrowth


1:45-3:00pm ET
Prioritizing Strategic Projects: Creating Predictable Revenue Growth
George Sandmann
Think of a business as an engine. The gears in that engine are Growth and Equity Value Drivers, which need to be strong to drive predictable growth and equity value. Building on the  Analyze module, you'll learn how to Prioritize strategic objectives  in line with a client's goals, powering a Strategic Planning process that is laser-focused on results. This process has a proven record of success, growing revenues an average 21.64% per year.
Learn which Growth and Equity Value Drivers are high priority for reaching predictable revenue growth, the #1 CEO goal.



3:30-4:45pm ET
Marketing Strategies for Consulting Firms
Christine is a marketing master, and her firm Hollinden works with professional service firms seeking sustainable marketing results. Learn to identify market opportunities, develop solid strategies, create scalable processes, and build your consulting practice. 
After completing this session you will have actionable information to sharpen your positioning and messaging to the market.

March 19

Prioritize & Execute: #DriveGrowth


12:00-1:15pm ET
Value Growth Consulting in Exit/Equity Planning Engagements
John Leonetti, Founder and CEO of the International Exit Planning Association
In 2020 John and George collaborated to create the Growth Planning Curriculum and the Growth Quadrant, which brings Private Equity growth techniques to the Middle Market consulting community. John has lead the development and evolution of Exit Planning, which is the ultimate strategic planning engagement. John authored Exit Your Business, Protect Your Wealth, and will share his vast experience working with business owning clients, drawing on his many successes growing and monetizing value.


1:45-3:00pm ET
Execute: Taking Action, Driving Results
The third link in the Growth Drive Action Cycle, in Execute you'll learn about being a peer with the CEO, converting the Strategic Growth Plan into reality. Borrowing from the tech industry, you'll learn the about Agile projects and Sprints, which keep consulting project teams focused on reaching Objectives and Key Results. In this module learn a Senior Professional's techniques for driving successful client engagements - building a thriving consulting practice.


3:30-4:30pm ET
Monetizing: Generating Predictable Equity Value
Michael Poole, Principal and Investment Banker with PCE Companies
The ultimate measure of success is high equity value. This senior professional brings expertise in investment banking, ESOP, valuation and advisory to the monetization conversation. Think of the most successful public companies - we measure them by the value of their stock. This same lens applies to private companies. Private companies with predictable equity value become immortal, and through a successful M&A transaction transcend the founder's career benefiting all stakeholders. Savvy consultants all have a weather-eye on equity value, compounding their client's ROI. Learn which equity value drivers are  critically important for a successful M&A transaction, from a veteran M%A pro. 


4:30pm ET
Stick around for this optional Community Open Mic, your chance for Q&A and open discussion.
George will highlight key outcomes of the Summit and share what's next!

Team of 8



Team of 3


1 Advisor


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Growth Consulting Summit Sponsors


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Focused Growth



International Exit Planning Association


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Investment Banking - ESOP - Valuation - Advisory



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