Success Stories

What advisors are saying about the CVGA program:

“I think about what I learned here and how it will help my clients improve their business but also internally about how this will help grow our practice."

 Kate Matz CPA, CGMA, CVGA
Partner - William Vaughan Company

“In 2020, I attended the CVGA Program and started working with the VOP system and found it to be very intuitive and the feedback from our clients has been amazing. The process has been a real game changer.”

Vincent Mastrovito CEPA, CBEC, CVGA
Founder - Prometis Partners

“I've gone through a whole series of trainings to get good at helping small companies, and I've never found one that puts it all together quite like the CVGA."

Russ Gorman CBEC, CFA, EA, CVGA
Managing Member - Commercial Consulting Services LLC

"The CVGA training workshop is the most concise, detailed and knowledge-rich program I have ever taken.  It is a must for anyone operating in the field of mergers and acquisitions or turnaround consulting. "

D.M. (Doug) Robbins M&AMI, CM&AA, CVGA
Founder & CEO - Robbinex Inc.

"It's like going to MBA school all over again, all in one week.. and it's well worth it."

George Raftopoulos CM&AA, CFP, CEP, CVGA
President - ROI Cube

What is a Certified Value Growth Advisor?

Most private middle-market companies have an opportunity to double their values over a three to five year period. We teach a disciplined, methodical approach to unlock this value and position yourself as the engagement quarterback.

“It’s amazing how many key takeaways there were in helping how to rethink the way to conduct your business.” – Brent Johnstone, Founder, Managing Partner, Quarry Capital and Granite Analytics

Regain the Driver's Seat

Over the 5 day program, you'll learn the best practices across eight functional categories that drive business valuation - planning, leadership, sales, marketing, people, operations, finance, and legal.

Learn from the subject matter experts below, along with special modules on corporate finance, strategic planning, business development, and practice management.

A live case study ties the program together and an online exam completes it.

Who should attend? CPAs, M&A Advisors, Turnaround Consultants, Exit Planners, Business Valuators,  Business Consultants, Wealth Managers, Financial Planners, Business Owners, Leadership Teams.

Instructors & Guest Speakers

Tim Van Meaghem

The ProAction Group

John Lawlor

Corporate Value Metrics

Michael J. Radin

Tarlow Breed Hart & Rodgers, P.C.

Jeffrey P. Hart

Tarlow Breed Hart & Rodgers, P.C.

Tony Boschetto

KLR Outsourcing

Christine Hollinden

Hollinden Marketing

George H. Labovitz


Kenneth J. Sanginario

Corporate Value Metrics
After completing the CVGA program, you will be able to:
  • Diagnose a company’s strengths and weaknesses across the eight categories and establish its overall quality and risk profiles
  • Calculate a company’s cost of capital utilizing its quality and risk profiles and use it to determine the company’s intrinsic value
  • Prescribe a program of continuous improvement for a company and estimate the impact on the company’s intrinsic value for any contemplated improvement initiative
  • Facilitate a strategic planning program for a company’s management team to build the management team’s strategic planning competency while developing a short-term and long-term strategic and tactical plan

Program level: Intermediate       Recommended CPE credit: 40 hours

Fields of Study: Accounting (2); Business Law (2); Finance (4); Management Services (4); Specialized Knowledge (10); Communications and Marketing (6); Personal Development (4); Personnel / Human Resources (2); Production (2); Business Management & Organization (4).

Corporate Value Metrics, LLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education (CPE) on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Find out if the CVGA is the right training for you:

Schedule a short intro call to see if this program fits your needs