Skip to content
rod burkert
Home
Programs
Speaking
Newsletter
Contact
Menu
Home
Programs
Speaking
Newsletter
Contact
Work With Me
rod burkert
Home
Programs
Speaking
Newsletter
Contact
Menu
Home
Programs
Speaking
Newsletter
Contact
APPLY
rod burkert
1. What is your current position?
Solo BVFLS practitioner
In a BVFLS firm
In a CPA firm or other firm that offers BVFLS services
1A. If not a solo, how many professionals are in your firm/department, including you?
2 to 3
4 to 5
More than 5
2. What area is your practice/firm most geared towards?
Business valuation (BV)
Litigation support (FLS)
3. How many years have you been practicing?
4. How do you currently generate leads for your BVFLS services?
5. What do you think you need most to build/grow your practice/firm right now?
More leads/referral sources
More engagements
Better systems
Better way to deliver my services
Building a team (real or virtual) so I can focus on what I do best
6. When would you like my help in achieving the above results?
Sooner … in the next 30 days
Later … in the next 3 months
Down the road … in the next 12 months
7. How much revenue have you generated in the past 12 months?
8. How much revenue would you like to generate in the next 12 months?
9. On average, and at your current pricing, how much is one new client worth to you?
10. What is the most favorite thing you do in your practice … what charges you?
11. What is the least favorite thing you do in your practice … what drains you?
12. Have you ever worked with a coach before?
Yes
No
12A. If yes, what was that coaching experience like? What worked … what didn’t?
13. What is the minimum time period you realistically imagine you will need to turn the practice you have into the practice you want?
Less than 3 months
3-6 months
6-9 months
9-12 months
More than 12 months
14. On a scale of 1-5, how happy are you in your practice today?
15. What is the #1 breakthrough result you would be looking for in our coaching?
Congrats! You made it to the end!
Please share your contact information so I can send you my book,
Practicing Solo: A compilation of 60 interviews published in The Value Examiner.
First Name
Last Name
Email
APPLY TO WORK WITH ME
Not ready to apply just yet?
Let’s keep in touch.
Get My Newsletter
Home
Programs
Speaking
Newsletter
Contact
Apply
Menu
Home
Programs
Speaking
Newsletter
Contact
Apply