Building Business Value for Your Clients


The BBV™ Program

It is a complete business advisory program that I developed in 2002 to help CPAs deliver business advice and support to their clients beyond just taxes and accounting. It is a disciplined ongoing commitment designed to create meaningful results that will build true business value. The approach is designed to:

• Identify the pain and the problems
• Determine what needs to be done
• Orient the business
• Manage the scale
• Manage and structure debt
• Maximize assets
• Optimize products and services
• Improve employee effectiveness
• Improve productivity
• Change the right processes for the right reasons

Strategic Optimization

The program also utilizes my seven principles of Strategic Optimization:

  1. Strategy
  2. Sales and marketing
  3. Operational Processes
  4. Measurement
  5. Change Management
  6. Technology
  7. Leadership

All these concepts apply value based management principles concepts to build functional and financially sound businesses that consistently outperform their competition.

Application of the Program

This proven program has been successful in helping companies move from either a turnaround situation or a crisis mode to achieve new levels increased profitability and shareholder value. CPAs that use these business advisory concepts have significantly increased their revenues and profit. The store contains the key tools need to begin using these concepts.

I am also available for coaching support to CPAs that want use these concepts but feel they need additional help and training. The coaching support can be done on a virtual basis. Give me a call or contact me by e-mail to learn more about how we can work to achieve your objectives.


Blog

Challenging Uncertainty »

Recently, I have written about defining the future, being unemployed, and underemployed. Having a good insurance policy on avoiding these difficult challenges would be a good idea. However, buying a policy off the shelf from your insurance agent just isn’t an option. One way to cope with challenging situations emerged from some words of wisdom from [...]

Defining the Future »

Everyone has their own perspective and method of doing things. The same is true of organizations. This is known as culture. Another term to describe these beliefs, habits, and traditions is known as paradigms. Paradigms are frequently so deeply rooted and ingrained that they become barriers to a person’s ability to see new ideas and [...]


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