Course ID: 2

Using Business Valuations to Keep Your Clients Loyal

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)


LEARNING OBJECTIVES
  • Learn how to use business valuations to position yourself as a value-added "problem solver"

MAJOR TOPICS
  • 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"

DESIGNED FOR
Accountants whose clients include business owners

FIELD OF STUDY
Accounting

PREREQUISITES
None

COURSE PRODUCER
Using Business Valuations to Keep Your Clients Loyal

CPE CREDITS
1.0

LEVEL
6

This course is available for your group as:

Group Live
 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: 888-481-3500 or learn@blionline.org