As any profession matures, the issue of practice management becomes more critical. Management and administrative issues that took a back seat when riding a growth wave must be dealt with when the landscape gets more competitive. BVR’s Business Valuation Firm Benchmarking Guide examines many practice management issues and allows firms to see what works for their peers. As a continuation of this project—and to delve deeper into certain areas—we’re kicking off a series of regular minisurveys with the help of Rod Burkert (Burkert Valuation Advisors), a former valuation practitioner who now devotes his time to helping others build their practices.

First one: Do you have a client “portal” to collect engagement information and documents? If so, what portal app or software are you using? Please answer these few questions by clicking here—it will take just two minutes. We’ll present the results here when we get a good response. Thanks for helping us help you!