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
Identification3DateNovember 15, 2009BSpeaker
President, Burkert Valuation Advisors, LLC- Identification36DateNovember 17, 2009A
Speakers
Mark L. Zyla, CPA, ABV, CFFManaging Director, Zyla Valuation Advisors, LLCLinda B. Trugman, CPA/ABV, MCBA, ASA, MBAVice President, Trugman Valuation Associates, Inc.President, Burkert Valuation Advisors, LLCJames R. Hitchner, CPA/ABV/CFFManaging Director, Financial Valuation Advisors 
Identification47DateNovember 11, 2013Report writing — it’s where the rubber meets the road in our profession…Speaker
President, Burkert Valuation Advisors, LLC
Identification62DateNovember 12, 2013After 10 years of practicing out of a home office in the nation’s fifth largest city, the presenter now lives, works andSpeaker
President, Burkert Valuation Advisors, LLC
Identification62DateNovember 12, 2013After 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
President, Burkert Valuation Advisors, LLC- Identification47DateNovember 11, 2013Report 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
President, Burkert Valuation Advisors, LLC 
Identification55DateNovember 11, 2014This 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
Candice M. Bassell, CPA, ABV, CFFSenior Manager, Grant Thornton LLPPresident, Burkert Valuation Advisors, LLC$49Standard Price
Identification55DateNovember 11, 2014This 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
Candice M. Bassell, CPA, ABV, CFFSenior Manager, Grant Thornton LLPPresident, Burkert Valuation Advisors, LLC- Identification3DateNovember 15, 2009B
Speaker
President, Burkert Valuation Advisors, LLC - Identification36DateNovember 17, 2009A
Speakers
Mark L. Zyla, CPA, ABV, CFFManaging Director, Zyla Valuation Advisors, LLCLinda B. Trugman, CPA/ABV, MCBA, ASA, MBAVice President, Trugman Valuation Associates, Inc.President, Burkert Valuation Advisors, LLCJames R. Hitchner, CPA/ABV/CFFManaging Director, Financial Valuation Advisors 
IdentificationFVC1959DateNovember 6, 2019For 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
President, Burkert Valuation Advisors, LLC$49Standard Price
IdentificationFVC2431DateOctober 29, 2024As 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
President, Burkert Valuation Advisors, LLC$49Standard Price
