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I only take on a few clients every month to ensure that I can do my best work for each and every one. If you understand the value of great COACHING, TRAINING, and CONSULTING services – and want to follow up – your next step is to complete this form.

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What would it be like to sit down and talk over coffee with your trusted advisor … whose goal, every week, is to give you actionable ideas that move you forward? Well, it would be a LOT like my newsletter.

Learn how to best add value to your practice. Sign up and I will send you my File Autopsy Toolkit.

This toolkit will reveal the work you like doing, the clients you enjoy serving, and alternative ways for pricing your services.

But just as importantly, you’ll also understand the work you don’t like, the clients you don’t want, and the pricing mistakes you don’t need.

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I have read every one of Rod’s newsletters. It is the only one that I receive and am sure to read every time. Looking forward to many more!

– Carli Lehr, CPA, CVA, CSEP

I usually do not read newsletters, but I always read Rod’s – ever since he started it. His thoughts on the state of the BV profession are refreshing and original. His marketing ideas are worth considering, and I have applied several of them with great success.

– Paul Hajek, CVA, CEPA, CVB, CFBA