Build perspective and confidence to advise beyond your specialty and help owners focus on what matters most.
Whether you're expanding services or building an advisory practice of your own, we'll help you build the infrastructure.
Whether you enter through finance, operations, HR, sales, strategy, M&A or another specialty, owners are navigating questions that extend beyond any single function:
Revenue is growing. Why aren’t profit and cash keeping pace?
What is this business really worth?
We know where we want to go. Why can’t we get everyone moving in the same direction?
We’ve hired people. Why is everyone, including me, still overwhelmed?
What’s holding us back from the next level?
What should I be doing now if I want to sell, transition or have more options later?
The opportunity is learning to recognize them, bring them to the surface and guide the broader conversation they require.
Your expertise opens the door. A whole-business perspective changes the role you play once you’re there. Here’s how a functional lens compares with the perspective owners need:
A challenge through the discipline you know best.
Someone who can see how the strengths, weaknesses and constraints extend across the entire business.
A sound solution within your area of expertise.
Someone who can weigh people, cash, customers, operations and risk to determine what matters most now.
The issue you were brought in to solve.
Someone who can look beneath the symptom, uncover the connections and avoid creating another constraint elsewhere.
The business from a particular point of entry.
Someone who can ask better questions, move across functional boundaries and guide a broader business conversation.
An answer supported by your expertise.
Someone who can connect insight to priorities, decisions, execution and measurable progress.
A relationship built around a specific service or need.
Someone they trust to help make sense of the whole business and decide where to focus next.
The Value Growth System builds on them with a repeatable advisory process and the tools, education and community to support your work.
Our methodology gives solo practitioners and advisory teams a common framework to assess businesses, generate the roadmap and guide client implementation.
Value Growth training and our advanced Certified Value Growth Advisor® (CVGA®) program.
Experts cover business fundamentals, strategic planning, facilitation and engagement management sessions designed to build your confidence and capability.
Use our Value Growth process, frameworks and proprietary VOP® software to guide the full engagement lifecycle.
From diagnostic assessment and valuation through customized roadmap development and implementation tracking.
Tap into a multidisciplinary community of practitioners, coaches and experts for continued training and support when an engagement requires perspective or expertise beyond your own.
Access support to drive implementation and keep engagements moving forward.
We bring together the education, processes, tools and community support to turn your expertise into transformational business advisory services.
Identify relationships between functions and understand how decisions in one area affect the others.
Distinguish root causes from visible symptoms before building the roadmap.
Connect challenges and opportunities to what the business is ultimately trying to accomplish.
Ask questions that create clarity, challenge assumptions and improve decision-making.
Use proven processes, frameworks and tools to prioritize initiatives and drive execution.
Draw on a multidisciplinary community when the business requires expertise beyond your own.
Work through a live business case and apply Value Growth thinking to the complexity of an actual company.
Corporate Value Metrics, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
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.
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.
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.
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.
It's like going to MBA school all over again, all in one week... and it's well worth it.
Tell us a little about your practice and what you want to build.
