NEW: SMALL GROUP COACHING

NEW: SMALL GROUP COACHING

Our most popular presenters are offering sessions on critical topics that are designed to help you implement great ideas.

  • Intensive programs are not your "one and done" webinars
  • Designed to walk you through necessary elements of change
  • Help overcoming hurdles every step of the way

Make your best intentions a reality!

 

Enhancing Organic Revenue Growth During & Post Covid-19

1st Session: January 7, 2021 @ 3:30pm ET
Limited to 8 participants - Sign up now to reserve your spot.

Assisting with Client Sale Transactions

1st Session: January 5, 2021 @ 3:30pm ET
Limited to 8 participants - Sign up now to reserve your spot.

6 month virtual course on developing and implementing a revenue growth program. 

  1. The new environment
  2. Workflow and performance
  3. Evaluating clientele and increasing value for them
  4. Establish your firm as experts
  5. Empower your team
  6. Power questioning

Coach: Lisa Tierney
12 CPE Credits

6 month virtual program on helping clients with selling their business.

  1. Engagement techniques
  2. Identifying targets
  3. Transactional valuation v. traditional valuation
  4. Negotiating
  5. Due diligence response techniques
  6. Tax structures

Coach: Chris Blees
12 CPE Credits

The Virtual CFO Playbook

Self-study modules and coaching on the Virtual CFO role.

Profit-focused accounting, Virtual CFO offerings, Production Metrics and Forecasting, Pricing, Business development Financial statements and metrics.

Coach: Jody Grunden & Adam Hale
CPE Credits