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Automating Your Valuation Reports: In Less Than 60 Seconds

Name: Automating Your Valuation Reports: In Less Than 60 Seconds
SKU: Recorded Version | July 2023
Availability: InStock

Are BVFLS reports taking too long? Learn how to automate your reports within 60 seconds without learning new software.

Recorded Version | July 2023

$149.00

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DID YOU KNOW?

People who use Ctl+Find+Replace to 'automate' their reports in Word spend 10% more time developing their reports than people who use data fields.

Here's the problem. Writing reports takes way too long and you don't have the time to overhaul the report or use 3rd party software to do it for you, which can be costly.

If gone unchecked then you limit how much work you can perform, which means you will limit your growth. You’re also at risk of mistakes sneaking into your report. Or maybe you are about issue a report minutes before the deadline only to find a math error. We have all been there.

Luckily for you, there's a solution.

Let me introduce you to a Word/Excel merging process.

It automates portions of your reports so you can save hours, which means you can spend more time with your family

It uses your existing templates so you can get started immediately, which means you don't have to learn unnecessary software

It reduces errors in your report so you can produce better reports, which means you can avoid costly mistakes

It uses a "rinse and repeat" process so you can duplicate it over and over, which means you don't need to be a software programmer

It has been rigorously tested so you can trust it works, which means you are free to focus on other tasks

It uses the Microsoft suite so you don't have to spend more money, which means you can focus resources elsewhere

Why am I qualified to provide any BVFLS automation advice?

1. I do this work every day, so I understand the challenges you face.

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

3. Practitioners who have used my techniques tell me they have saved hours on engagements that need a report.

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.”

What's included:

A one-hour webinar showing you how to automate your existing Word reports and Excel models

A Word and Excel example template file, so you can see how it works

A PowerPoint presentation illustrating each step of the process

This webinar will become available on TBD

One hour of CPE credit

This course is $149, which includes unlimited access to the webinar and the training materials

The webinar can be purchased after the date of the live event. However, if you attend live I will show you all of the reporting secrets I perform in my reports to have the best report possible.

As with life, there are no guarantees. However, if you attend this webinar and find that you didn't get ANY value, then I'll give your money back up to 30 days after the webinar o 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:

Define the four phases of integrating Microsoft Excel and Word to streamline the valuation reports processing time
Apply essential formatting techniques to your valuations reports to increase efficiency
Identify and troubleshoot common errors to quickly overcome barriers
Locate and access additional tools used in the report review process to enhance your valuation reports

Delivery Method:

Group Internet Based

Recommended CPE Credit:

1.0 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.