12
Date: Thursday, March 12, 2020
Time:
10:00am-11:00am PT / 1:00pm-2:00pm ET
Format: A BVR Webinar

Earn 1 CPE credits
Registration for this program is closed.
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More information is available below

Featuring  (click image for bio)

Bobby Martin
Vertical IQ

About This Program

In this presentation, the co-founder and CEO of Vertical IQ, Bobby Martin, will share how industry research can help you have more value-added discussions with the business owners you advise. By leveraging industry-specific content in the business valuation process, you will increase new client percentages and strengthen existing relationships. Learn best practices for using industry research to go beyond the basic requirements of business valuations.

Agenda

  • Best practices for tailoring the business valuation process to your specific clients' needs
  • Meeting preparation
    • Win new clients
    • Retain current ones
  • Examples:
    • Iindustry research
    • Deliver more relevant content to business owners
    • Deeper conversations with clients
    • Value-added advisor services

    Learning Objectives

    • Discover best practices for tailoring the business valuation process to your specific clients' needs
    • Describe how better meeting preparation can help you win new clients and retain current ones
    • List examples industry research allows you to deliver more relevant content to business owners
    • Describe how industry expertise you need to have deeper conversations with clients and be a value-added advisor

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 1 Credit Hours (Accounting Technical)

Closed Captioning:

BVR now has closed captioning on all 2019 past programs. To try out this enhancement, subscribers can login to the Desktop Learning Center, select a program, and click play video. The captions will start to play automatically, and can be disabled from the player per your preference.


Business Valuation Resources is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NASBA Sponsor


Training Packs: Conference Recordings & Transcripts
Now delivered as an electronic download.

BVR's Training Packs are an indispensable addition to any valuation reference library. Use them as training tools as many times as you'd like, wherever you are: play them at your computer at work or home, in your car, or on your personal audio device.

Delivered as an electronic download approximately four weeks after the program has aired, each Training Pack includes:

  • Recordings and transcripts of the presentation
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  • All ancillary reading materials suggested by our presenters

For a complete list of available Training Packs from past webinars, click here.

Subscriber Information

Subscribers to BVR's Training Passport BVR's Training Passport Pro are automatically registered for this event. For more information contact BVR or login to your account.

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