Company Growth

3 Dimensions of Business Growth™

Monday, June 21, 2021 10:45 a.m. - 12:25 p.m. ET

High equity value is the ultimate measure of business success. Management consultants, CPA business advisors, valuators, exit planners, and M&A pros are winning and executing engagements with the 75% of clients who self-identify as wanting to grow their business. To win and execute engagements you need a growth methodology. In this Company Growth Track, you wll learn about Growth Drive, based on the 3 Dimensions of Business Growth, which is the consulting playbook for creating predictable profits and cash flow, predictable revenue growth, and predictable transferable value. 

After completing this course, attendees will be able to:

  • Discuss the 3 Dimensions of Business Growth with their clients, showing them the high-priority growth and equity value drivers through which successful companies create predictable cash flow, growth, and transferable value
  • Discuss growth and equity value drivers in the context of their clients strategic goals

Total CPE: 2
Fields of Study: Business Management and Organization: 1, Computer Software and Applications: 1
Program Level: Basic - Learning activity level most beneficial to individuals new to a skill or an attribute.

Who Should Attend:

Management consultants, CPA business advisors, valuators, exit planners, M&A pros, and fractional CFOs.

Prerequisites:

Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.

Advanced Preparation:

None

George Sandmann

George  Sandmann

Read Biography

Larry Prince

Larry  Prince

CEO

Read Biography

Analyze: Deep Analysis using CoreValue圃 Software

Monday, June 21, 2021 12:40 p.m. - 2:20 p.m. ET

Successfully winning and executing engagements begins with understanding your client's aspirational business goal, and then analyzing their operations to create total clarity about the objectives and key results needed to reach it. In this course, you will learn how artificial intelligence like CoreValue Software can help you communicate with clients, linking your expertise as the cure for bottlenecks to growth and transferable value.

After completing this course, attendees will be able to:

  • Explain the growth and equity value drivers making up the totality of their client's operation
  • Explain to clients the top five most common bottlenecks to growth and transferable value
  • Explain how the results of a deep analysis, using CoreValue Software as an example, creates objectives and key results

Total CPE: 2
Fields of Study: Business Management and Organization: 1, Computer Software and Applications: 1
Program Level: Basic - Learning activity level most beneficial to individuals new to a skill or an attribute.

Who Should Attend:

Management consultants, CPAs, valuators, exit planners, M&A pros, and fractional CFOs who work with CEOs and business owners to make business growth and transferable value actionable.

Prerequisites:

Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.

Advanced Preparation:

None

George Sandmann

George  Sandmann

Read Biography

Larry Prince

Larry  Prince

CEO

Read Biography

Prioritizing Strategic Projects: Creating Predictable Revenue Growth

Monday, June 21, 2021 3:00 p.m. - 4:40 p.m. ET

Sixty-two percent of CEOs want to grow profitable revenues. But they do not understand that to grow they need to create a launchpad, and then to take specific actions that create a business engine that delivers sustainable growth. In this course, you will learn about creating the launchpad for growth, and then using the launchpad to create predictable, profitable growth. This is the heart of engagements to reach aspirational, transferable equity value.

After completing this course, attendees will be able to:

  • Explain the Driver Objectives and Key Results which need to be achieved to create predictable profits and cash flow—the launchpad for growth
  • Explain the Driver Objectives and Key Results which need to be achieved to launch predictable, profitable revenue growth--the #1 CEO goal
  • Describe how to create the linkage between growth and predictable transferable value

Total CPE: 2
Fields of Study: Business Management and Organization: 2
Program Level: Basic - Learning activity level most beneficial to individuals new to a skill or an attribute.

Who Should Attend:

Management consultants, CPAs, valuators, exit planners, M&A pros, and fractional CFOs who are working with clients to capture latent equity value, grow revenues, and reach aspirational strategic goals.

Prerequisites:

Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.

Advanced Preparation:

None

George Sandmann

George  Sandmann

Read Biography

Larry Prince

Larry  Prince

CEO

Read Biography

Execute: Taking Action, Driving Results

Monday, June 21, 2021 4:55 p.m. - 6:35 p.m. ET

Strategic planning is like creating a blueprint—it does not get you the house built. Executing the strategic plan moves clients from their status quo to their aspirational goal. This is strategic 'doing,' guiding clients through defined projects which nest together and create growth and value. In addition to being the architect, learn about being the general contractor and converting the blueprint into reality. This is the consulting playbook for creating predictable profits, growth, and transferable value.

After completing this course, attendees will be able to:

  • Design a series of time-boxed projects which break the Growth Drive process into smaller achievable targets, called sprints. Sprints are core building blocks of successful long-term growth engagements

Total CPE: 2
Fields of Study: Business Management and Organization: 2
Program Level: Basic - Learning activity level most beneficial to individuals new to a skill or an attribute.

Who Should Attend:

Management consultants, CPAs, valuators, exit planners, M&A pros, and fractional CFOs who want to understand the playbook for successful growth consulting engagements.

Prerequisites:

Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.

Advanced Preparation:

None

George Sandmann

George  Sandmann

Read Biography

Larry Prince

Larry  Prince

CEO

Read Biography