ROD_BURKERT

ROD P. BURKERT

President, Burkert Valuation Advisors, LLC

In one way, shape, or form Rod has been performing business valuations since the late 1980s. In July 2000, Rod started Burkert Valuation Advisors in Philadelphia where he ran a "traditional" valuation practice for 10 years.

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

Today, Rod is settled in Bisbee, AZ (for now!) and focuses solely on practice building coaching. If you know what a successful practice should look and feel like, but need some help getting there, his resources are designed for you.


Appearances

  • Thumbnail for Valuation in a Distressed Economy
    Identification
    3
    Date
    November 15, 2009
    B

    Speaker

    Speaker Image for ROD BURKERT
    President, Burkert Valuation Advisors, LLC
  • Thumbnail for Hardball with Hitchner
    Identification
    36
    Date
    November 17, 2009
    A

    Speakers

    Speaker Image for Mark Zyla
    Mark L. Zyla, CPA, ABV, CFF
    Managing Director, Zyla Valuation Advisors, LLC
    Speaker Image for Linda Trugman
    Linda B. Trugman, CPA/ABV, MCBA, ASA, MBA
    Vice President, Trugman Valuation Associates, Inc.
    Speaker Image for ROD BURKERT
    President, Burkert Valuation Advisors, LLC
    Speaker Image for James Hitchner
    James R. Hitchner, CPA/ABV/CFF
    Managing Director, Financial Valuation Advisors
  • Thumbnail for Writing Reports for the Intended User
    Identification
    47
    Date
    November 11, 2013
    Report writing — it’s where the rubber meets the road in our profession…

    Speaker

    Speaker Image for ROD BURKERT
    President, Burkert Valuation Advisors, LLC
  • Thumbnail for Using Social Media to Market and Sell FVS Services
    Identification
    62
    Date
    November 12, 2013
    After 10 years of practicing out of a home office in the nation’s fifth largest city, the presenter now lives, works and

    Speaker

    Speaker Image for ROD BURKERT
    President, Burkert Valuation Advisors, LLC
  • Thumbnail for Using Social Media to Market and Sell FVS Services
    Identification
    62
    Date
    November 12, 2013
    After 10 years of practicing out of a home office in the nation’s fifth largest city, the presenter now lives, works and travels full time in an RV. How does he market and sell his services? Social media. Now you don’t have to live in an RV to take advantage of social media…

    Speaker

    Speaker Image for ROD BURKERT
    President, Burkert Valuation Advisors, LLC
  • Thumbnail for Writing Reports for the Intended User
    Identification
    47
    Date
    November 11, 2013
    Report writing — it’s where the rubber meets the road in our profession. But the best valuation analysis will be lost if not wrapped in readable content. And the best content may not be read if it’s mired in boilerplate or buried in an unnecessarily long report…

    Speaker

    Speaker Image for ROD BURKERT
    President, Burkert Valuation Advisors, LLC
  • Thumbnail for Report Writing: Valuation
    Identification
    55
    Date
    November 11, 2014
    This session will focus on the aspects of report writing and discounts within the case study. Discounts discussed will include minority interest discounts, discounts for lack of marketability, discounts within the case study for non-voting stock and key person discounts…

    Speakers

    Speaker Image for Candice Bassell
    Candice M. Bassell, CPA, ABV, CFF
    Senior Manager, Grant Thornton LLP
    Speaker Image for ROD BURKERT
    President, Burkert Valuation Advisors, LLC
    $49
    Standard Price
  • Thumbnail for Report Writing: Valuation
    Identification
    55
    Date
    November 11, 2014
    This session will focus on the aspects of report writing and discounts within the case study. Discounts discussed will include minority interest discounts, discounts for lack of marketability, discounts within the case study for non-voting stock and key person discounts…

    Speakers

    Speaker Image for Candice Bassell
    Candice M. Bassell, CPA, ABV, CFF
    Senior Manager, Grant Thornton LLP
    Speaker Image for ROD BURKERT
    President, Burkert Valuation Advisors, LLC
  • Thumbnail for Valuation in a Distressed Economy
    Identification
    3
    Date
    November 15, 2009
    B

    Speaker

    Speaker Image for ROD BURKERT
    President, Burkert Valuation Advisors, LLC
  • Thumbnail for Hardball with Hitchner
    Identification
    36
    Date
    November 17, 2009
    A

    Speakers

    Speaker Image for Mark Zyla
    Mark L. Zyla, CPA, ABV, CFF
    Managing Director, Zyla Valuation Advisors, LLC
    Speaker Image for Linda Trugman
    Linda B. Trugman, CPA/ABV, MCBA, ASA, MBA
    Vice President, Trugman Valuation Associates, Inc.
    Speaker Image for ROD BURKERT
    President, Burkert Valuation Advisors, LLC
    Speaker Image for James Hitchner
    James R. Hitchner, CPA/ABV/CFF
    Managing Director, Financial Valuation Advisors
  • Thumbnail for Scale Your Business Model
    Identification
    FVC1959
    Date
    November 6, 2019
    For the most part, our traditional client service model is 1-to-1, 1-and-done. That means last year’s clients must be replaced this year to maintain the “old” revenue status quo. And to grow, we must add more new clients than the number that dropped off…

    Speaker

    Speaker Image for ROD BURKERT
    President, Burkert Valuation Advisors, LLC
    $49
    Standard Price
  • Thumbnail for BVFLS 3.0: Harnessing AI to Transform Your Practice
    Identification
    FVC2431
    Date
    October 29, 2024
    As a BVFLS professional, you seek ways to maintain a competitive edge. This session will showcase real-world examples to demonstrate how you can harness AI to better market, sell, and deliver your services and elevate your practice…

    Speaker

    Speaker Image for ROD BURKERT
    President, Burkert Valuation Advisors, LLC
    $49
    Standard Price

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