CVGA Course Description

Corporate Value Metrics is pleased to introduce the most comprehensive training and credentialing program dedicated to preparing professionals to become leaders in providing value growth services – the fastest-growing service segment of the private middle-market today.

“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

Most private middle-market companies have an opportunity to double their values over a three- to five-year period by following a disciplined, methodical, approach to improving the quality of their entire enterprises.

The CVGA program focuses on the fundamental best practices of any business across the eight primary functional categories that drive the creation of business value and how advisors can become the “Engagement Quarterback” to their clients. Various subject matter experts present modules on each of the eight primary categories, along with special modules on corporate finance, strategic planning, business development, and engagement management. A live case study ties the program together and an online exam completes it.

CVGA Learning Objectives

After completing the CVGA program, you will be able to:

• Identify the fundamental best practices of any company across the eight primary functional categories that every company needs to have fully-developed and in balance with each other to achieve peak performance and maximum value;
• 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.

Tuition:

• Registered and paid by January 31st, 2025: $7,500 Tuition (Hotel Included)
• Registered and paid by March 31st, 2025: $8,000 Tuition (Hotel Included)
• Registered and paid by August 31st, 2025: $8,500 Tuition (Hotel Included)

Tuition Includes:

• Hotel Reservation: Sunday November 2nd - Friday November 7th. The program starts Monday Nov 3rd @ 8am - right after 7am breakfast.
• Meals: Monday - Friday breakfast, lunch + all day snacks and beverages. Attendees are responsible for dinner which is usually time spent working with your group on the case study. ‍
• 40 Hours of CPE: Accredited by NASBA + credits accepted by the CFP Board! ‍
• Comprehensive Curriculum: The CVGA program is the definitive guide to enhancing intrinsic value within businesses. Learn how to evaluate a company to identify strengths, weaknesses and growth opportunities as well as implement strategic planning initiatives.‍
• Expert-Led Sessions: Engage with industry experts and experienced practitioners who will guide you through practical applications and real-world scenarios.‍
• The Value Growth Community: 1 year access included to connect with a community of like-minded professionals dedicated to driving business excellence and value creation. Becoming a Certified Value Growth Advisor is more than a certification—it's recognition of your commitment and dedication to the field of Value Growth. We look forward to welcoming you to our network and supporting you on your Value Growth journey whether through resources, collaboration or continuing education.

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).

Prerequisites: Attendees should have a minimum of a four-year bachelor’s degree and five years of full-time equivalent experience in a professional advisory capacity to business clients.

Advance preparation: None required

Delivery method: Live, in-person

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

Refund and Complaint Resolution Policies: For more information regarding administrative policies such as complaint and refund, please email sales@corporatevalue.net.

Registration: Complete the application! 

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: www.learningmarket.org.