News Category: practice management and growth


New survey uncovers the most effective ways to get more business valuation clients

Over 160 business valuation, forensic, and litigation support (BVFLS) firms responded to BVR’s survey conducted in late 2018 on their best practices in financial management, marketing, human resources, compensation, and professional and ownership standards. While respondents said they use many different marketing techniques, the one-on-one meeting with prospective clients continues to be the best way to bring in valuation business. Read more >>

Top management practices for business valuation, forensic, and litigation support firms

According to BVR's recent guide, Firm Economics & Best Practices Guide, 2019-2020 edition, the BVFLS industry seems to be on an uptick. What are some of the specific practices used to guarantee these great results? A partial list of the most successful new management practices or policies are listed here. Read more >>

New survey results on the business valuation, forensic, and litigation support profession

BVR recently surveyed more than 160 business valuation, forensic, and litigation support (BVFLS) firms on best practices in financial management, marketing, human resources, compensation, and professional ownership and standards. The wealth of information that comprises our new guide makes it the largest and most thorough analysis of BVFLS firms. Read more >>

Five fundamentals to building a successful business valuation practice within a CPA firm

Robert Kleeman Jr., CPA/ABV, ASA, managing director at OnPointe Valuation, recently wrote an article for the Business Valuation Update outlining five fundamentals that can spell the difference between the success and failure of a valuation practice within a CPA firm. In this post, we briefly cover these five fundamentals. Read more >>

Grow your business valuation practice and brand with these top tips

I want to grow my business valuation practice and brand, but where do I start? Business Valuation Update had the pleasure of talking with Debby Sweeney and Mellanie Bartlett, co-owners of Sweeney & Bartlett Marketing Partners Inc. Sweeney and Bartlett work with a number of business valuation (BV) firms, as well as other professional service firms, including attorneys, CPAs, and professional associations, to help them build their corporate and individual brands. Read more >>

AICPA Tips for Testifying Experts

Appraisers working on litigated disputes face special challenges. Several workshops at the recent AICPA conference in Nashville provided insights and survival tips that benefit both the seasoned financial expert witness and the upstart. Read more >>

The best way for valuation firms to trigger more referrals

A new study suggests that a business valuation firm’s “visible expertise” is the most important single factor in generating referrals. Visible expertise is developed by conducting activities that promote thought leadership, such as speaking and writing frequently on topics of interest to your target audience. Read more >>

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