Helping Clients Increase the Value of Their Business

Helping Clients Increase the Value of Their Business
August 9, 2022 @ 1-1:50pm ET

This session will focus on the market need and opportunity to help clients create new value and will introduce the concepts of how to provide such services. Our objective for the series is to provide you with new skills to help clients create value through a proven process that is now used by advisory firms globally.

Who Should Attend

CPA firm partners, managers and senior staff
General consultants
Business valuators
M&A advisors
Financial planners
Wealth managers
Exit planners
Turnaround consultants
Attorneys

Learning Objectives

Learn the components of an effective strategic plan
Explore what makes effective mission and vision statements
Learn why establishing a set of values is critical
Learn the importance of the three strategic decisions every company must make
Understand how to ensure the strategic plan is executed

Presenter: Ken Sanginario, CVGA, CM&AA, CTP, CPA/ABV, MST, MSF, Founder of Corporate Value Metrics Corporate Value Metrics

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ADDTIONAL INFORMATION
Instructional Delivery Method: Group Live Internet-Based.
The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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WEBINAR: AUGUST 9, 2022

WEBINAR: AUGUST 9, 2022

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