Education · CVGA® Program

Certified Value Growth Advisor®

Most private middle-market companies have the potential to double their value in two to three years.

CVGA® teaches advisors a disciplined, repeatable method to identify what is strengthening or constraining the business.

Why the CVGA®

Are you up for the challenge?

Unlock Your Potential

The CVGA® certification is an intensive course designed to help advisors expand their service areas and bring 2-3x more value to their clients.

Run Better Engagements

Gain a step-by-step process for identifying and adding value, enabling you to run engagements with confidence.

Industry-Leading

Renowned as one of the most intense certification courses in the industry.

The 2024 Certified Value Growth Advisor class standing together outdoors
The CVGA Class of Fall 2024 standing together outdoors

CVGA Class of Fall 2024

“

This week really was illuminating for me as a business owner and operator. It really helped clarify where we are, where we've been and where we want to go.

Reid Hutchison
Cheif Operating Officer

The Program

What is a Certified Value Growth Advisor?

A Certified Value Growth Advisor® (CVGA®) is an advisor trained to see a business as an interconnected system.
‍

“

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

See the Whole Business

Learn best practices across the eight functional categories that drive business value - planning, leadership, sales, marketing, people, operations, finance and legal - so you can advise well beyond your specialty.

Learn from subject matter experts

Experience curated modules in 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 and other professionals who advise privately held businesses.

Learning Objectives

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

Management Services, Accounting Financeusiness Management & Organization, Computer Software, Economics, Communications & Marketing,
Information Technology, Business Law, Production, Personnel/HR

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: https://www.nasbaregistry.org.

Success Stories

What advisors are saying about the CVGA program.

“

As an advisor, CVM gives me a repeatable and practical way to help owners understand where their business stands today — and a clear framework for improving business quality, reducing risk, and building value over time. I highly recommend it to any advisor who wants to help clients intentionally create value, not just measure it.

Travis Huisman CVGA, CEPA
Owner - Flexure
“

In 2020, I 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 VOP 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
Faculty

Instructors & Guest Speakers

Bryan McDonald

OnPurpose Growth
in

Michael Nall

MidMarket.ai
in

John Leonetti

International Exit Planning Association
in

John Earll

Management Vision, P.C.
in

Travis Huisman

Flexure
in

Chuck Mohler

Eagle Corporate Advisors
in

Tom Meloche

A2Agile Inc.
in

Jeff Galas

OnPurpose Growth
in

Tim Van Meaghem

The ProAction Group
in

John Lawlor

Corporate Value Metrics
in

Michael J. Radin

Shipman & Goodwin LLP
in

Kenneth J. Sanginario

Corporate Value Metrics
in
Upcoming Programs

2027 dates coming soon.

We are revamping the program. Be the first to hear about the upcoming dates, location and expanded content!

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Let's Talk

Tell us a little about your practice and what you want to build.

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