Growth Consulting Summit

This conference is in the history book, but there will be another one soon.

How did it go? Here's how you colleagues put it:

Excellent conference and speakers! I've learned several tips and techniques I can apply to my practice immediately for helping my clients grow their businesses.' - Jack H, CPA CFP PFS

This Conference was a real level above! I expected to learn a couple things, but this Conference really delivered - I don’t think it could've been any better, "10 of 10". - Steve D, CM&AP, CBSP, BEC

Here's what the conference covers:

Wednesday

Earning your client’s trust and becoming their most valuable advisor
The 3 Dimensions of Business Growth: creating predictable profits, growth, and equity value

Thursday

Gaining total clarity about bottlenecks to growth - and delivering real results fast
Marketing for business advisors: building a thriving practice

Friday

Prioritizing engagements: creating clarity of Objectives and Key Results
Execution: leading clients to their strategic goals - a senior pro shares his success fee model for consulting
Learn the secrets for successfully selling private companies (avoiding the 95% failure rate)

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 the 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

Driving Growth through CEO Mastermind Groups

Tina Corner Stolz, founder of LXCouncil

Tina is the author of Sit Down! Speak Up! Cash In! A CEO Guide to Peer Advisory Groups, and the industry leader in successfully launching CEO peer groups. Tina is focusing on several challenges facing service firms today: (1) protecting top clients from the competition by creating valuable affinity services, (2) the client relationship hand-off by retiring partners, (3) creating deep relationships and minimizing risk of flight, and (4) expanding services to existing clients while also increasing customer satisfaction. Tina is using CoreValue's Discover Workshop technology with LXC's mastermind Groups to identify and solve business challenges.

3:30-4:45pm ET

Marketing Strategies for Consulting Firms

Christine Hollinden, Hollinden Marketers + Strategists

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.

12:00-1:15pm ET

Value Growth Planning 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

Mike Rogers, Principal, ExecHQ

Mike brings his experience as a CEO who has lead his companies through a pair of successful M&A Transactions to discuss Execute, the third link in the Growth Drive Action Cycle. Learn about cutting through the noise (Mike calls it "myopia") and becoming a peer with the CEO. Mike will also discuss his success fee model for consulting, going at risk for much higher returns. Mike's Strategic Growth Canvas uses Agile sprints, which keep consulting project teams focused on reaching Objectives and Key Results - as defined in CoreValue. In this module learn a Senior Professional's techniques for driving successful client engagements - and building a thriving consulting practice.

3:30-4:45pm 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. Private companies with predictable equity value become immortal, and through a successful M&A transaction transcend the founder's career benefiting all stakeholders. Learn which equity value drivers are critical for a successful M&A transaction, from a veteran M&A pro.

Growth Consulting Summit

March 17-18-19 2021

Driving Growth

The Client Journey from First Conversation to Engagement Success

This conference is in the history book, but there will be another one soon.

Format: 3 sessions, with 30 minutes in between

March 17

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

March 18

Making Business Growth and Equity Value Drivers Actionable

March 19

Prioritize & Execute: #DriveGrowth

Team of 8

$1895

Current Customer? Use code CORE and save

Team of 3

$995

Current Customer? Use code CORE and save

1 Advisor

$395

Current Customer? Use code CORE and save $50

Growth Consulting Summit Sponsors

Platinum

Focused Growth

Platinum

Platinum

Gold

Gold

Gold