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Home Interest Areas Forensic & Valuation Resources Practice Management

Practice Management

Practice Management Resource Overview 

Practitioners engaged in forensic and valuation services need to effectively market, manage and grow their practices. The Practice Management resource section provides useful information to start and develop a successful practice and build and maintain clientele, including links for practice development, niche practices, communicating with clients and practical tools and aids for operating a successful practice.

FVS Web Resources Guide – This comprehensive resource guide provides a listing of publications, regulatory, and research web sites relevant to the forensic and valuation professional.

Business Valuation Practice Management Toolkit – The AICPA has developed this toolkit to provide guidance on how to build a successful business valuation practice. Within the toolkit, you will find guidance on engagement letters, fee structures, staffing, quality control, marketing, and more.

2013 FVS Membership Top Issues Survey  – This survey examined the issues and trends currently affecting the practices of forensic and valuation professionals. View the results to see what top issues were identified and what resources we offer to help address those issues.

CFF Marketing Toolkit 

CFF Press Release

CFF Credential Logos
 
CFF Marketing Brochure - Why Hire a CFF?
(Note: This brochure (or one sheet) has been designed and the images licensed for print usage only. Copy or image usage outside of the specified use is not permitted. Thank you - we appreciate your cooperation.)

CFF Power Point Presentation
(Note: This presentation has been designed and the images licensed for this PowerPoint presentation only. The copy may be modified; however, the images may not be used in other materials. Thank you - we appreciate your cooperation.)

ABV Marketing Toolkit 

ABV Press Release

ABV Credential Logos

ABV Marketing Brochure - Why Hire an ABV?
(Note: This brochure (or one sheet) has been designed and the images licensed for print usage only. Copy or image usage outside of the specified use is not permitted. Thank you - we appreciate your cooperation.)

Presentation for Users of BV Services
(Note: This presentation has been designed and the images licensed for this PowerPoint presentation only. The copy may be modified; however, the images may not be used in other materials. Thank you - we appreciate your cooperation.)

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ABV PowerPoint Template for Users of BV Services

Presentation:  This template will help your current or potential clients understand the need for a valuation professional and why they should select an ABV as their preferred valuation professional.
Published on May 22, 2013

Practice Management Resource Overview

Overview:  Practitioners engaged in forensic and valuation services need to effectively market, manage and grow their practices. The Practice Management resource section provides useful information to start and develop a successful practice.
Published on May 08, 2013

ABV Marketing Brochure - Why Hire an ABV

Brochure:  A marketing brochure for CPAs Accredited in Business Valuation (ABV) including the advantages of hiring a CPA/ABV and more.
Published on March 29, 2013

2013 FVS Membership Top Issues Survey

Survey:  This survey examined the issues and challenges currently affecting the practices of forensic and valuation professionals. This document identifies the top issues revealed from the survey and recommends resources available for addressing these issues.
Published on March 15, 2013

CFF Marketing Brochure - Why Hire a CFF

Brochure:  Marketing brochure for CPAs Certified in Financial Forensics (CFF), including the advantages of hiring a CPA/CFF.
Published on November 04, 2011

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