Do you use a portal to collect client data?

BVWireIssue #256-2
January 17, 2024

practice management and growth
business valuation marketing, valuation practice management, benchmark

We’d like to know—and so would your peers. Please take a two-minute survey about this topic, and we’ll present the results here when we get a good response rate. To take the survey, click here. This survey—and others we’re planning—will augment BVR’s Business Valuation Firm Benchmarking Guide, which examines many practice management issues and allows firms to see what works for their peers. Our thanks to all of you who already participated!
Please let us know if you have any comments about this article or enhancements you would like to see.