AI-Enhanced Valuation: Navigating the New Frontier

Name: AI-Enhanced Valuation: Navigating the New Frontier
SKU: Recorded Version | March 2024
Availability: InStock

The AI industry is rapidly evolving, but AI tools exist today that can take many of these burdens off your shoulders.

Recorded Version | March 2024

$149.00

Add to Cart

The biggest misconception about AI? That it's too complex. This myth could be holding you back from your true potential.

AI isn't just coming; it's already here. Sticking to traditional methods may leave you in the dust of those who adapt.

Endless emails, report drafts, and research steal your profitable time.

Just consider the income lost while you're buried in tasks AI could handle.

The AI industry is rapidly evolving, but AI tools exist today that can take many of these burdens off your shoulders, freeing you to grow your business and revenue.

Let me introduce you to your modern case management solution.

I want to show you how:

AI provides rapid data analysis so you can engage in more client work, increasing your income.

AI drafts reports so you can review and perfect them, enhancing your service quality and client trust.

AI can craft and manage emails so you can strengthen client relationships, leading to more referrals.

AI can help with research so you can apply cutting-edge knowledge, keeping you ahead in the market.

AI can facilitate calendar scheduling, allowing more time to focus on billable tasks and client service.

AI can combine and summarize information quickly, allowing for a quicker turnaround on projects.

As an expert who has integrated AI into a thriving practice, I offer you strategies that are tried, tested, and true.

Why am I qualified to provide any BVFLS automation advice?

1. I do this work every day, so I understand the challenges you face from start to finish, then trying to pack in a "life".

2. I have executed over 700 comprehensive valuation reports for private companies.

3. Practitioners who have used these techniques have shaved off hours of work on their engagements.

Here's a snapshot of what is waiting for you:

A 1.5-hour webinar teaching you a practical approach to using AI tools.

A PowerPoint presentation illustrating each step of the process.

Template files, so you can plug and play.

1.5 hours of CPE credit.

Don't just take our word for it. Take a look at this.

Gregory M. Clark, CPA, CVA, MAFF Managing Member

“The report automation tool has helped save me hours on all my engagements. Allowing to me to prepare reports more efficiently and effectively. The project management tools ensure that I know where all my projects are at and what the last communication was with my clients. This allows me to spend more time with my family. When things come up outside of the office, I’m able to quickly reference my project and resolve the client’s questions.”

As with life, there are no guarantees. However, if you take a course and find that you didn't get ANY value, then I'll give your money back after 30 days of your purchase.

If you’re a BVFLS experienced solo that is too busy to start? Like last year, you will probably be busy next year too.

Leverage my successes and failures to get a jump start automating your reports without the guesswork.

What is this webinar series about?

This webinar series is about automating various aspects of your practice. Said another way, it’s creating an effective and efficient way to repeat a process whether it’s doing the work, planning the work, or growing the business. My goal is to help you automate your practice to achieve your short and long-term goals.

When it comes to automating my practice, what step do you recommend first?

First, imagine what you would do with your free time. Would you spend it growing your business, or doing something for yourself? Once you have defined your business and personal goals, you will know what types of tools to implement based on your lifestyle choices.

Why does this webinar series matter?

When I started out, I had no tools or insight how to build a automate my practice or build repeatable processes. I failed to learn how to work efficiently so I could have more time, which would allow me to achieve my goals.
Over time, I researched tools and developed processes that have allowed me to achieve large case flows while maintaining a lean practice without the extra stress.
I want to give you the freedoms that others would kill for. With those freedoms, some will work less and some will grow their practice. The choice is yours. What will you do with your new-found time? Me, I go to bed early (disgustingly early).

Who is this course for?

New Practice: This course is for the BVFLS practitioner who wants to hang their own shingle, but doesn't have the insight of a well-run solo practice
Existing Practice: This course is also for the BVFLS practitioner who is looking to streamline inefficient processes, so they can do more (or less) with their time.

Who are you? And why should I listen to you?

My name is Nick Mears, and there are three reasons why you might listen to me:

I have over ten years of BVFLS experience and have completed over 700 valuation engagements, over half of which was as a solo.
When I started out, I had nothing. No clients, software, tools, or income. I have used my toolkit to grow my solo practice into a benchmark for success, while working less hours than other solo practitioners
As far as I know, I am the only BVFLS practitioner offering practice automation programs.

How long will it take to see results?

You can lead a horse to water, but you can't make him/her drink. Practitioners implementing Solo Rocket tools have already seen process improvement, which means more time to do what you want.

Do I get lifetime access?

Yes! When you purchase a webinar, you have lifetime access.

Learning Objectives:

Upon successful completion of this course, you will be able to:

Grasp fundamental principles of how AI is applied in professional settings
Recognize and explore opportunities within you practice where AI can be leveraged for process improvement
Learn about ethical considerations using AI for business valuation and forensics
Learn how AI can enhance data analysis for more informed decision-making

Delivery Method:

Group Internet Based

Recommended CPE Credit:

1.5 credits

Field of Study:

Specialized Knowledge

Prerequisites:

None

Program Level:

Basic

Advanced Preparation:

No advanced preparation is needed

Resources:

Prior to the event, a participant will be emailed a PDF file of the slides. Participants are also able to record each session on their personal computers.

Continuing Professional Education Credits:

Attendance will be tracked through the session and CPE credits will be awarded at the conclusion of the program. Participants will receive hour-for-hour continuing professional education (CPE) credits for actual time spent in sessions based on a 50-minute hour. No credit will be given for missed or partial sessions.

Course Registration:

Participants have the opportunity to register for the webinar via this link. The registration link is also posted on the website or through email campaign. Upon registration, participants will receive instructions for how to log into the webinar.

Record Retention Policy:

Solo Rocket, LLC will retain program and participant records for five years. For each session, these records will include the following: date of session; session attendance log; PDF file of material covered; and amount of recommended CPE credit. Each participant may obtain their attendance records at any time by contacting admin@solo-rocket.com. A program evaluation will be completed by the participant at the end of the webinar and added to their participant records.

Refund, Cancellation, & Transfer Policy:

Refund requests must be received via email at least one week prior to the date of the webinar. Attendees will receive a link to the recording following the program; the recording does not qualify for CPE credit. For more information regarding refunds, complaints and/or cancellation policies, please contact 806-853-7832 or admin@solo-rocket.com.

Complaint Resolution Policy:

Solo Rocket, LLC will make every attempt to resolve complaints to the participant’s satisfaction. The customer service department will handle calls at 806-853-7832 or via email at admin@solo-rocket.com.

Course Update Policy:

The content of the event is in compliance with NASBA content renewal standards.