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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Using Business Valuations to Keep Your Clients LoyalCOURSE ID: LOYAL
DESCRIPTION

Accountants often struggle to get clients to see them as “trusted advisors” instead of just tax preparers. The reward for succeeding is client loyalty and increased practice profit margins. This course will teach you how to utilize business valuations so clients see you as a value-added problem solver – whether or not you do business valuations yourself. (can be 1 hour keynote; or 2 – 4 hours)

DESIGNED FOR: Accountants whose clients include business ownersFIELD OF STUDY: AccountingLEVEL: BasicPREREQUISITES: NoneCOURSE PRODUCER: Business Learning InstituteCREDITS: 1.0OBJECTIVES:
  • Learn how to use business valuations to position yourself as a value-added "problem solver"
HIGHLIGHTS:

* Why business owners so often misjudge values and how not knowing hurts them * A simple, non-threatening way to “raise the valuation issue” * How a valuation reveals an owner’s financial and planning needs * How the valuation process positions you as a “problem solver”

Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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