How to Become a Certified Enterprise Value Advisor | 708
"Treat each business you work with as an investment, not just an operation. Shift your mindset to think of the business like an owner of a portfolio, and this is one of the assets in your portfolio." - Dave Lorenzo
In this episode of The Daily Dose of Dave on The Inside BS Channel, Dave Lorenzo delves into the Certified Enterprise Value Advisor (SEVA) program, designed to help advisors and business professionals differentiate themselves by learning how to increase business value for their clients. This comprehensive certification program combines strategic education, a supportive community, and practical expertise, equipping participants to advise clients on maximizing the value of their businesses as standalone entities.
Dave outlines the program's modules, the certification process, and the importance of building lasting client relationships by becoming the most valuable professional resource in their lives.
Key Takeaways:
- Think Above the Business: Advisors and business owners should treat businesses as investments that operate independently of their direct involvement.
- Expand Expertise: Go beyond narrow specialties to become conversant in business value drivers, enabling you to connect clients with specialized resources.
- CEVA Certification Modules: The five-module program includes exit strategies, community involvement, drivers of enterprise value, electives, and expertise demonstration.
- Community as a Differentiator: Membership in the SEVA program connects advisors with a network of experts, enabling collaboration and mutual growth.
- Continuous Improvement: Certification requires ongoing participation and learning, ensuring members stay at the forefront of business value creation.
Resources and Links:
- Certified Enterprise Value Advisor Program: Call Dave to apply (786) 436-1986
- Michael Gerber's E-Myth: Learn to work on, not in, your business.
- Connect with Experts in Business Value Creation: Join the SEVA Community for unparalleled access to resources and networks by calling Dave.
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