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Turn the practice you have into the practice you want... with an assist from AI.

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I can attest that Rod's newsletter on AI is top-notch. His tips have already saved me hours of time.

Kyra Singh

Owen Sizemore, CPA, CVA

Forensic Manager at IAG Forensics & Valuation

Rod’s AI for BV subscription is affordable, and each newsletter adds more information and guidance. I haven't seen many resources like it for our field because it explores the areas specific to BV and gives example prompts that can inspire jumping off points. Prior to this, I really didn't have a way to visualize even where to begin with this sort of thing.

Kyra Singh

Austin Parris

Senior Manager at MH CPA PLLC

Your newsletter just paid for itself! The step-by-step guide to creating your own ChatGPT prompts would have taken me at least an hour of research and testing. Also, the review of the different platforms available is very helpful. Reading a condensed version that is directly applicable to the BV industry is insanely helpful. Saving me a ton of time, and time is money. Well worth it!

Kyra Singh

Charles Stanton, CFA

President at Valley Asset Management, LLC

ABOUT

Hi! I'm Rod.

And I help BVFLS professionals and firms turn the practices they have into the practices they want... with an assist from Al!

In one way, shape, or form I have been performing business valuations since the late 1980s. In July 2000, I started Burkert Valuation Advisors in Philadelphia where I ran a "traditional" valuation practice... specializing in tax purpose valuations for manufacturers and distributors.

From March 2010 to March 2022 (12 years!), I traveled full-time in an RV throughout the US and Canada with my wife and dogs. When I saw the possibilities of a location- independent practice, I began coaching to help others transform their BVFLS firms.

I have since settled in Bisbee, AZ and focus on practice management coaching. When the first "real" Al model rolled out in late 2022, I saw the potential that Al could have for the BVFLS profession. That began a journey of self-learning and experimentation, culminating in launching my Al for BVTM newsletter and Al implementation services.

If I could wave a magic wand and solve THE most vexing problem you have in your firm right now, what would that be? Maybe we can solve it together... with an assist from Al.

In the very short time we worked together you gave me some of the best business development advice I ever had. And I loved that you spoke at our in-house conference because I really saw the value of this advice. My practice's BD numbers have increased 7.5x from what they were before we worked together. Thanks Rod!

Kyra Singh

Daniel Roche, ASA, CPA, ABV

Partner | National Leader - Valuation, Forensic and Litigation Services at Marcum LLP

Our mentoring has been immensely helpful over the past nearly 2 years. How my firm operates has much improved since we began working together - I've been able to extract myself from certain processes and free up my time for higher-level work. I absolutely recommend your services to anyone who operates in our field.

Kyra Singh

Scott DeMarco

Business Appraiser, Expert Witness, Growth Consultant

I started with Rod's coaching program when I was still working in my 9 to 5. At the time, I had nothing but a side hustle and a dream of working for myself. Now, I've been on my own for almost five years, I've grown my business to a team of 7 and most importantly, my kids haven't missed a meal. Over the last 5 years Rod has been a coach, a mentor, a psychiatrist and a friend. His guidance has been very helpful, however, his ability to ask the hard questions and to hold me accountable to what I said I was going to do has been invaluable. I wouldn't be where I am today without Rod.

Kyra Singh

Chris Hervochon, CPA, CVA

Virtual CFO for marketing and creative agencies and nonprofit organizations | 4x CPA Practice Advisor 40 Under 40 | AICPA Leadership Academy Grad | Co-Host of the CPA Advisory Show (CAS) podcast

If you're looking to implement Al in your BVFLS practice or firm, I have 4 resources that can help ...

01

Free Newsletter or
Premium Membership

Twice a month, I share practical guidance to help you learn how to use Al to better, market, sell, and deliver your BVFLS services.

Subscribe

02

Al Implementation Academy

Recorded courses where I show you how to use Al to do the things you do (systems and processes) to do the things you do (value businesses, calculate damages, provide expert testimony).

03

Live Workshops

Upcoming events where we interact in real time to build the "right next best thing" for your practice using automation or Al.

04

Firm Training

Customized training for 1 or 100-virtual or in-person - all tailored to your firm's specific needs, skills, and goals.

Turn the practice you have into the practice you want ... with an assist from AI.

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